Entries by Aaron Skloff, AIF, CFA, MBA

Inflation Drives Up the Cost of Long-Term Care – CNBC

Inflation Drives Up the Cost of Long-Term Care Inflation has now topped staffing as the main concern about the rise in the cost of long-term care, according to a new study. CNBC’s Sharon Epperson reports on what you should consider when paying for long-term care. Click Here for Your Long Term Care Insurance Quotes   […]

Inflation Pushes Cost of Raising a Child to $300K – NewsNation

Inflation Pushes Cost of Raising a Child to $300K The going rate to raise a child through high school has risen to $300,000 according to a Brookings Institution estimate, The Wall Street Journal reported Friday. The estimate was determined assuming the child in question was born in 2015 to a family of four and uses […]

Does Your State Have a Marriage Penalty? 2022

Click to Enlarge Does Your State Have a Marriage Penalty? 2022 A marriage penalty exists when a state’s income brackets for married taxpayers filing jointly are less than double the bracket widths that apply to single filers. In other words, married couples who file jointly under this scenario face a higher effective tax rate than […]

The Kentucky Long-Term Care Insurance Partnership Program – Long Term Care University

Long Term Care University – Question of the Month – 08/15/22 By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and details on the Kentucky Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

Top 10 Most Frequently Asked Questions About In-Plan Roth Conversions – Part 2

Money Matters – Skloff Financial Group Question of the Month – August 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q:  What are the top 10 most frequently asked questions about in-plan Roth conversions – Part 2? The Problem – A Lack of Tax-Free Income in Retirement Many retirees are faced with the unexpected curse […]

The Louisiana Long-Term Care Insurance Partnership Program – Long Term Care University

Long Term Care University – Question of the Month – 07/15/22 By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and details on the Louisiana Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

Top 10 Most Frequently Asked Questions About In-Plan Roth Conversions – Part 1

Money Matters – Skloff Financial Group Question of the Month – July 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q:  What are the top 10 most frequently asked questions about in-plan Roth conversions – Part 1? The Problem – A Lack of Tax-Free Income in Retirement Many retirees are faced with the unexpected curse […]

ABCs of RMDs – Morningstar

ABCs of RMDs Morningstar’s director of personal finance Christine Benz explains what you need to know about required minimum distributions.  Click Here for Your Long Term Care Insurance Quotes