Money Matters – Skloff Financial Group Question of the Month – December 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measures we can take to reduce our taxes and improve our financial position? The Problem – Year-End Financial Oversights […]
Long Term Care University – Question of the Month – 11/15/17 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Combination policy (or Hybrid). We also read the State Life Asset-Care I and State Life Asset-Care […]
Money Matters – Skloff Financial Group Question of the Month – November 1, 2017 Cost of a College Education 2017-2018 By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about college tuition costs, but know there are additional costs. What are the costs of a college education? The Problem – Underestimating the Costs of […]
Click to Enlarge Average Estimated Full-Time Undergraduate Budgets (Enrollment-Weighted) by Sector 2017-18 Public Two-Year In-District Commuter $17,580 Public Four-Year In-State On-Campus $25,290 Public Four-Year Out-of-State On-Campus $40,940 Private Nonprofit Four-Year On-Campus $50,900 The total price of a college education depends on how long a student is enrolled before completing a degree. Many students spend […]
Long Term Care University – Question of the Month – 10/15/17 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Combination policy (or Hybrid). Can you please review the State Life Asset-Care III (3) Combination […]
Money Matters – Skloff Financial Group Question of the Month – October 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: We have numerous retirement account accounts that are difficult to track and even more difficult to optimize their risk and return. We are trying to consolidate the accounts. What retirement accounts can we rollover […]
