Long Term Care University – Question of the Month – 09/15/16 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 a nonprofit, […]
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 and 401(k)s, […]
Long Term Care University – Question of the Month – 08/15/16 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 and disadvantages […]
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 Accounts (IRAs), […]
Long Term Care University – Question of the Month – 07/15/16 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 Insurance and prefer the Combination policy (or Hybrid). What are the pros and cons of purchasing a Combination policy […]
Do You Have An Estate Plan? You Need One Nobody likes to think about illness or death, but planning is essential to protect your family and make sure your wishes are followed with regard to your assets and estate. Here are some easy, quick steps to get started. Click Here for Your Long Term Care […]
