Money Matters – Skloff Financial Group Question of the Month – September 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q: What is the best age to claim Social Security benefits – Part 1? The Problem – Claiming Social Security Benefits Too Young or Too Old, Instead of the Best Age Imagine being offered three […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
How Margin Calls Can Transform Market Downturns Into Market Crashes The selloff in crypto, stocks and bond markets so far this year has been exacerbated by billions of dollars in margin calls. Investors rarely hear about margin calls except during market downturns. WSJ’s Dion Rabouin explains what they are and the unique way they are […]
