Money Matters – Skloff Financial Group Question of the Month – June 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: While we are familiar with asset allocation and portfolio diversification, we are not familiar with tax diversification. What is tax diversification and what advantages may it provide? A: The Problem — Understanding Tax Diversification […]
Long Term Care University – Question of the Month – 05/15/17 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 Minnesota Life SecureCare Combination Life […]
Money Matters – Skloff Financial Group Question of the Month – May 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: We read your article ‘Income Tax and Capital Gains Rates for 2017’. What are your top 10 recommendations to reduce income taxes and capital gains taxes in 2017? The Problem – Taming the Tax […]
Long Term Care University – Question of the Month – 04/15/17 By Aaron Skloff, AIF, CFA, MBA Q: We read the article ‘Traditional Versus Combination Life and Long Term Care Insurance’ and decided we want to purchase a Combination policy. When comparing two Combination policies we realized one of the policies explicitly references to “long […]
