Past performance is no guarantee of future results. Hypothetical value of $1 invested at the beginning of 1926. Assumes reinvestment of income and no transaction costs or taxes. This is for illustrative purposes only and not indicative of any investment. An investment cannot be made directly in an index. Investing involves risk, including the […]
Money Matters – Skloff Financial Group Question of the Month – January 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2023. What are the contribution limits for various retirement accounts in 2023? The Problem – Lack of Retirement Savings Most pre-retirees recognize they […]
Long Term Care University – Question of the Month – 12/15/22 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and ‘Not All Hybrid Life And Chronic Illness And Long Term Care Insurance Policies Are The Same’ Part […]
Money Matters – Skloff Financial Group Question of the Month – December 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measures we can take to reduce our taxes and improve our financial position? The Problem – Year-End Financial Oversights […]
Long Term Care University – Question of the Month – 11/15/22 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. The article focuses on Hybrid policies with a multiple […]
Long Term Care University – Question of the Month – 11/15/22 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 Iowa Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]
