Entries by f2819644

How a Term Life Insurance Policy Can Be Converted to a Permanent Life Insurance Policy That Also Pays for Care – Part 1 – Long Term Care University – 10/15/24

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    Long Term Care University – Question of the Month – 10/15/24 Research By Aaron Skloff, AIF, CFA, MBA Q: We read ‘‘Insure or Self-Insure for Long Term Care?’ Part 1, Part 2 and Part 3. We are concerned about the exorbitant costs for long term care.  Can we buy an inexpensive term life insurance policy that we […]

Insure or Self-Insure for Long Term Care? – Part 3 – Long Term Care University – 09/15/24

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    Long Term Care University – Question of the Month – 09/15/24 Research By Aaron Skloff, AIF, CFA, MBA Q: We read ‘‘Insure or Self-Insure for Long Term Care?’ Part 1 and Part 2. We are concerned about the exorbitant costs for long term care.  Should we insure or self-insure our long term care […]

Life Insurance – Protecting Your Loved Ones – Fidelity Investments

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Life Insurance – Protecting Your Loved Ones You know life insurance is important. And maybe you have some coverage through your employer. But how much do you really need? How does it work? And what’s the difference between term and whole life insurance? Join us on Money Unscripted from Fidelity Investments as host Ally Donnelly […]

How Community Property Versus Separate Property States Can Be a Tax Dream or a Tax Nightmare – Part 4 – 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 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 […]