Long Term Care University – Question of the Month – 07/15/14 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 New York State Partnership for Long Term Care is unique? The Problem […]
Long Term Care University – Question of the Month – 06/15/14 By Aaron Skloff, AIF, CFA, MBA Q: We read your first Long Term Care University article on Combination (or Hybrid) Annuity and Long Term Care insurance policies and decided to purchase a Combination policy. Can we purchase inflation protection on Combination (or Hybrid) Annuity […]
The Independent Press Money Matters – Question of the Month – June 4, 2014 Paying for Higher Education By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the increasing cost of higher education for our children. What benefits might we and our children gain by contributing to a 529 savings plan? The Problem […]
Long Term Care University – Question of the Month – 05/15/14 Research By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Combination (or Hybrid) Annuity and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Paying for Long Term Care Insurance, but […]
Click to Enlarge Combination Annuity Long Term Care Insurance with Inflation Protection By Aaron Skloff, AIF, CFA, MBA With a $100,000 one time premium, you gain: $63,894 refund of policy if you cancel, $63,894 death benefit or $745,059 tax free long term care benefit. Click Here for Your Long Term Care Insurance Quotes
Some Overlooked Retirement Perks for the Over-50 Set Most people over 50 years of age know about the “senior” discounts they can get on travel, restaurants and the like. But many don’t know that there are also investment perks for the over-50 set. WSJ’s Lindsay Gellman joins MoneyBeat with more details. Click Here for Your […]
