Entries by f2819644

How Community Property Versus Separate Property States Can Be a Tax Dream or a Tax Nightmare – Part 3 – 09/01/24

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    Money Matters – Skloff Financial Group Question of the Month – September 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How a Gift Can Be a Tax Dream or a Tax Nightmare’ Part 1 and Part 2. We also read ‘How To (Legally) Avoid Taxes When Selling Your Home’ Part […]

How Community Property Versus Separate Property States Can Be a Tax Dream or a Tax Nightmare – Part 2 – 09/01/24

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    Money Matters – Skloff Financial Group Question of the Month – September 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How a Gift Can Be a Tax Dream or a Tax Nightmare’ Part 1 and Part 2. We also read ‘How To (Legally) Avoid Taxes When Selling Your Home’ Part […]

How Community Property Versus Separate Property States Can Be a Tax Dream or a Tax Nightmare – Part 1 – 09/01/24

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    Money Matters – Skloff Financial Group Question of the Month – September 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How a Gift Can Be a Tax Dream or a Tax Nightmare’ Part 1 and Part 2. We also read ‘How To (Legally) Avoid Taxes When Selling Your Home’ Part […]

5 Questions With Fidelity: Funding Long-Term Care – Fidelity Investments – 08/22/24

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5 Questions With Fidelity: Funding Long-Term Care Many of us will require some form of long-term care during our lives. The latest 5 Questions with Fidelity looks at ideas that can help you cover its potentially high costs, which aren’t generally covered by Medicare. You’ll hear answers to common questions about paying out of pocket […]

Insure or Self-Insure for Long Term Care? – Part 2 – Long Term Care University – 08/15/24

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    Long Term Care University – Question of the Month – 08/15/24 Research By Aaron Skloff, AIF, CFA, MBA Q: We read ‘‘Insure or Self-Insure for Long Term Care?’ Part 1. We are concerned about the exorbitant costs for long term care.  Should we insure or self-insure our long term care costs? The Problem […]

Steps to Take to Maximize Your Social Security Benefits – TODAY

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Steps to Take to Maximize Your Social Security Benefits From knowing your full retirement age to checking your earnings history, CNBC’s Sharon Epperson joins TODAY to share everything you need to know about collecting social security and how to maximize those benefits. Click Here for Your Long Term Care Insurance Quotes