Long Term Care University – Question of the Month – 07/15/15 By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Combination (Hybrid) Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens to all […]
New Estate-Tax Breaks for Married Couples The Internal Revenue Service recently released final rules detailing a generous estate- and gift-tax break for married couples who don’t set up expensive trusts before death. Laura Saunders joins Tanya Rivero. Click Here for Your Long Term Care Insurance Quotes
Money Matters – Skloff Financial Group Question of the Month – July 1, 2015 401(k) – The Powerful Small and Middle Sized Business Retirement Plan By Aaron Skloff, AIF, CFA, MBA We own a middle sized business and want to retain our employees by offering a valuable retirement benefit. We read your article on SEP IRAs and […]
Long Term Care University – Question of the Month – 06/15/15 By Aaron Skloff, AIF, CFA, MBA Q: We read the 1st, 2nd , 3rd, 4th , 5th, 6th 7th, 8th, 9th and 10th Long Term Care University articles on Combination Life and Long Term Care (LTC) insurance policies and decided to purchase a Combination policy. Instead of a limited number of […]
Long Term Care University – Question of the Month – 06/01/15 By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and if the Florida Long Term Care Partnership Program is unique? The Problem – Limited […]
Money Matters – Skloff Financial Group Question of the Month – June 1, 2015 SIMPLE IRA – The Powerful Small and Middle Sized Business Retirement Plan By Aaron Skloff, AIF, CFA, MBA Q: We own a middle sized business and want to retain our employees by offering a valuable retirement benefit. We read your article […]
Long Term Care University – Question of the Month – 05/15/15 By Aaron Skloff, AIF, CFA, MBA Q: We read the 1st, 2nd , 3rd, 4th , 5th, 6th 7th, 8th and 9th Long Term Care University articles on Combination Life and Long Term Care (LTC) insurance policies and decided to purchase a Combination policy. Instead of a limited number of years of coverage, are […]
Money Matters – Skloff Financial Group Question of the Month – May 5, 2015 SEP IRA – The Powerful Small Business Retirement Plan By Aaron Skloff, AIF, CFA, MBA Q: I am a sole proprietor earning $100,000 per year. My spouse owns a limited liability corporation (L.L.C.) and earns $300,000 per year. Is there a low […]
