Entries by f2819644

Top 10 Most Frequently Asked Questions About In-Plan Roth Conversions – Part 1 – 07/01/22

    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 […]

How Margin Calls Can Transform Market Downturns Into Market Crashes – Wall Street Journal – 06/28/22

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 […]

Personal Finance Expert Suze Orman’s Number One Investment Right Now

Personal Finance Expert Suze Orman’s Number One Investment Right Now Personal finance expert Suze Orman joins ‘Power Lunch’ to discuss what she sees as the number one investment right now: I Bonds, a savings bond that earns interest based on combining a fixed rate and an inflation rate. Click Here for Your Long Term Care […]

The Alabama Long-Term Care Insurance Partnership Program – Long Term Care University – 06/15/22

    Long Term Care University – Question of the Month – 06/15/22 Research 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 Alabama Long-Term Care Insurance Partnership Program? The Problem […]

Here’s Why Your Next 401(k) Statement May Shock You – CNBC- 06/13/22

Here’s Why Your Next 401(k) Statement May Shock You Even if you’re anticipating a slide in your 401(k) balance, you may not be ready for a new calculation on your expected monthly income on your nest egg. CNBC’s Sharon Epperson joins ‘Squawk Box’ with the details. Click Here for Your Long Term Care Insurance Quotes