Long Term Care University – Question of the Month – 10/15/16 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article titled “Combination and Life and Long Term Care Insurance Tax Benefits 2016”. What are the tax advantages of a business paying long term care insurance premiums […]
Click to Enlarge S&P 500 Short-Term Declines vs. Subsequent 12-Month Returns – 2010-2016 Decline represents the total loss from the start of the event to the correction trough. Subsequent 12-month return represents the total return from the event trough through the following 12 months. China market selloff and the Brexit subsequent returns are through […]
Money Matters – Skloff Financial Group Question of the Month – October 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: Can my family inherit my Traditional Individual Retirement Account (IRA)? If so, are there any advantages to avoiding withdrawals from my IRA? The Problem – Required Minimum Distributions (RMDs) If you do […]
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 […]
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 […]
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 […]