Entries by f2819644

Continuing Care Retirement Community (CCRC) – Planning for Access to Care – 09/30/16

Long Term Care University – 09/30/16 Research By Brad C. Breeding, CFP Plan not only for cost, but also access to long-term care When planning for long term care costs there are two important aspects to keep in mind. The first is the cost of care and the second is access to care. Considering that […]

AARP Long Term Care Insurance – Long Term Care University – 09/15/16

    Long Term Care University – Question of the Month – 09/15/16 Research By Aaron Skloff, AIF, CFA, MBA Q: We are looking into a Long Term Care Insurance policy offered by AARP.  Do they offer a competitively priced policy?  Is it worth shopping around? The Problem – Relying on an Exclusive Provider AARP is […]

Beneficiaries on Retirement Accounts and Life Insurance Policies – 09/01/16

    Money Matters – Skloff Financial Group Question of the Month – September 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: My husband of 20 years passed away earlier this year.  Even though we updated our wills a year before his passing, his ex-wife now claims she owns all the assets in his IRAs […]

Long Term Care Insurance Inflation Protection: None, Some, Full – Long Term Care University – 08/15/16

    Long Term Care University – Question of the Month – 08/15/16 Research By Aaron Skloff, AIF, CFA, MBA Q: We are considering purchasing Long Term Care Insurance policies without inflation, with inflation protection built into the price and with inflation protection that increases the price of the policy each year.  What are the advantages […]

IRAs: Avoid Double Taxation on Withdrawals – 08/01/16

    Money Matters – Skloff Financial Group Question of the Month – August 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q:  I have a number of Roth IRAs and Traditional IRAs.  Are all my withdrawals subject to income taxes? The Problem – Double Taxation on IRA Withdrawals  With a number of different Individual Retirement […]

3 Things No One Tells You About Retirement – Kiplinger’s Personal Finance – 07/19/16

3 Things No One Tells You About Retirement – Kiplinger’s Personal Finance The classic retirement fantasy is simple: Work until 65, get your gold watch and live happily ever after on your pension. Reality is a bit different. Click Here for Your Long Term Care Insurance Quotes