Money Matters – Skloff Financial Group Question of the Month – January 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2022. What are the contribution limits for various retirement accounts in 2022? The Problem – Lack of Retirement Savings Most pre-retirees recognize they […]
Long Term Care University – Question of the Month – 12/15/21 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 South Carolina Long-Term Care Insurance Partnership Program? The Problem – Limited […]
Office Hours with Gary Gensler: What is a SPAC Anyway? In this episode of Office Hours, SEC Chair Gary Gensler breaks down what a special purpose acquisition company (SPAC) is and potential concerns with SPAC investments. The Securities and Exchange Commission is working to ensure that investors in SPACs are being protected. This may require […]
K-12 Teachers—Think Twice Before Investing Annuities Inside Your 403(b) An issue that rarely makes the press, public school K-12 teachers are fed up with the system that’s supposed to be securing their retirement. “When Lauren Woodcock, a Boston Public Schools math teacher, was asked by a representative if she wanted to retire comfortably, she answered […]
Money Matters – Skloff Financial Group Question of the Month – December 1, 2021 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 […]
Money Matters – Skloff Financial Group Question of the Month – December 1, 2021 Comparing Employee Incentive Stock Options versus Nonqualified Stock Options versus Restricted Stock Units By Aaron Skloff, AIF, CFA, MBA Q: We read the article ‘Employee Incentive Stock Options – Use Them or Lose Them’ and ‘Employee Nonqualified Stock Options – Use […]
Long Term Care University – Question of the Month – 11/15/21 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 Minnesota Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]
Money Matters – Skloff Financial Group Question of the Month – November 1, 2021 Employee Restricted Stock Units By Aaron Skloff, AIF, CFA, MBA Q: We read the article ‘Employee Incentive Stock Options – Use Them or Lose Them’ and ‘Employee Nonqualified Stock Options – Use Them or Lose Them’. Our employer has awarded us […]
