Money Matters – Skloff Financial Group Question of the Month – May 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the article How the CARES Act Affect Retirement Accounts – Part 1 and How the CARES Act Affect Retirement Accounts – Part 2. Can you explain the most frequently asked questions (FAQs) about […]
Long Term Care University – Question of the Month – 04/15/20 By Aaron Skloff, AIF, CFA, MBA Q: What is an elimination period? How do Medicare benefits affect the elimination period to choose? The Problem – Determining What Elimination Period to Select on a Long Term Care Insurance Policy Most long term care insurance policies […]
Money Matters – Skloff Financial Group Question of the Month – April 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the article How the CARES Act Affect Retirement Accounts – Part 1. Since we are concerned about financial market volatility, should we take withdrawals from our retirement accounts, then redeposit them in […]
Money Matters – Skloff Financial Group Question of the Month – April 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: How does the CARES Act impact our estate, financial, retirement tax planning, and particularly retirement accounts? A: The Problem – The CARES Act Brings Big Changes to Retirement Accounts To combat the coronavirus pandemic […]
Money Matters – Skloff Financial Group Question of the Month – April 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read your article ‘Income Tax and Capital Gains Rates 2020’. What are your top 10 recommendations to reduce income taxes and capital gains taxes in 2020? The Problem – Taming the Tax Beast […]
Click to Enlarge Bear Market “Head Fake” Rallies 1937-2007 The bear runs that began in 2000 and 2007 both had head fakes of more than 20% before ending, Barclays data shows. The biggest bear market head fake came during the bear market that started in 1937, when stocks rallied more than 60% before falling again. […]
