Author Archive for: f2819644
Entries by f2819644
Retirement Planning for Couples 2013 – Independent Press – 10/30/13
The Independent Press Senior Focus – Skloff Financial Group Question of the Month – October 30, 2013 By Aaron Skloff, AIF, CFA, MBA Q: What are the key considerations we should understand about our finances and retirement? A: The Problem – Couples Not on the Same Page about Their Finances The 2013 Fidelity […]
Combination Life and Long Term Care Insurance Lifetime Payments – Long Term Care University – 10/15/13
Long Term Care University – Question of the Month – 10/15/13 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the 1st, 2nd, 3rd, 4th , 5th and 6th and 7th Long Term Care University articles on Combination Life and Long Term Care (LTC) insurance policies and decided to purchase a Combination policy. […]
What to Do With Your 401(k) When You Change Jobs – New York Times – 10/05/13
The New York Times Personal Business – Your Money Adviser – October 5, 2013 What to Do With Your 401(k) When You Change Jobs By Ann Carrns More than half of workers in their 20s who have 401(k) plans cash out their holdings when they change jobs, partly because their balances are relatively low, according […]
Annuities Versus Mutual Funds in 403(b) 2013 – Independent Press – 10/02/13
The Independent Press Money Matters – Skloff Financial Group Question of the Month – October 2, 2013 By Aaron Skloff, AIF, CFA, MBA Q: After contributing to our 403(b) retirement plans with the same investment provider for 10 years, my wife and I discovered our employers offer multiple investment providers. Can we switch […]
Combination Life and Long Term Care Insurance Shared Care – Long Term Care University – 09/15/13
Long Term Care University – Question of the Month – 09/15/13 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the 1st, 2nd, 3rd, 4th , 5th and 6th Long Term Care University articles on Combination Life and Long Term Care insurance policies and decided to purchase a Combination policy. Like a Shared […]
Tax Diversification 2013 – Independent Press – 09/04/13
The Independent Press Money Matters – Skloff Financial Group Question of the Month – September 4, 2013 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 […]