Money Matters – Skloff Financial Group Question of the Month – September 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: The stock market has increased so much in the last five years that I was thinking about selling all my stocks and mutual funds. What are they key considerations of such a change? The […]
Click to Enlarge How High Are Property Taxes in Your State? 2018 Note: The figures in this table are mean effective property tax rates on owner-occupied housing (total real taxes paid divided by total home value). As a result, the data exclude property taxes paid by businesses, renters, and others. D.C.’s rank does not affect […]
Long Term Care University – Question of the Month – 08/15/20 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 Michigan Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]
Money Matters – Skloff Financial Group Question of the Month – August 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘Are Indexed Universal Life Insurance Policies as Good as They Sound?’ Part 1 and Part 2. Can Indexed Universal Life (IUL) Insurance Policies be designed to maximize tax-free disbursements? The Problem […]
Money Matters – Skloff Financial Group Question of the Month – August 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the article ‘Are Indexed Universal Life Insurance Policies as Good as They Sound?’ Part 1. Can Indexed Universal Life (IUL) Insurance Policies be designed to maximize the tax-free death benefit? The Problem […]
Money Matters – Skloff Financial Group Question of the Month – August 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We are interested in permanent life. Are Indexed Universal Life (IUL) insurance policies as good as they sound? The Problem – Indexed Universal Life (IUL) Insurance Policies Can be Confusing Indexed Universal Life (IUL) […]
Long Term Care University – Question of the Month – 07/15/20 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 North Carolina Long-Term Care Insurance Partnership Program? The Problem – Limited […]
Click to Enlarge Source: Capital Group Companies Digitization of Daily Life Is Here to Stay After strong growth, e-commerce is still a fraction of U.S. retail sales. E-commerce as a percent of total U.S. retail sales has grown from 4.2% on 03/31/2010 to 11.8% on 03/31/2020. Click Here for Your Long Term Care Insurance Quotes […]
