Entries by Aaron Skloff, AIF, CFA, MBA

Kiplinger’s Personal Finance Long Term Care Insurance

Kiplinger’s Personal Finance Long Term Care Insurance One recent study found that the cost of a semi-private room in a nursing home ranges from around $4,200 a month in Dallas to $12,500 a month in New York City. It estimated that 70% of Americans who live to age 65 will need long term care are […]

Kiplinger’s Personal Finance Disability Insurance

Kiplinger’s Personal Finance Disability Insurance If you make $75,000 a year, over 40 years that’s $3 million. There’s just over a 1 in 4 chance that someone in today’s workforce may become disabled before reaching age 67. You may have some disability insurance at work. But, benefits under a an employer’s plan usually max out […]

Indiana Long Term Care Partnership Program – Long Term Care University

Long Term Care University – Question of the Month – 10/15/14 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 Indiana Long Term Care Partnership Program is unique? The Problem – Limited Benefits […]

Before the Advice, Check Out the Adviser – New York Times

The New York Times Mutual Funds & E.T.F.s – October 12, 2014 Before the Advice, Check Out the Adviser By Tara Siegel Bernard When Elaine and Merlin Toffel, a retired couple in their 70s, needed help with their investments, they went to their local U.S. Bank branch. The tellers knew them by their first names. […]

Choosing the Right Financial Advisor at the Right Firm – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – October 1, 2014 By Aaron Skloff, AIF, CFA, MBA Q: We are considering changing investment firms. What are the major criteria when evaluating investment firms, their services and their Financial Advisors? The Problem – Choosing the Right Financial Advisor at the […]

Expenses You Don’t Plan For, but Should – Wall Street Journal

Expenses You Don’t Plan For, but Should Americans are not saving enough for a handful of expenses that consistently catch them off-guard. MarketWatch’s Catey Hill reports on Lunch Break with Tanya Rivero.  Click Here for Your Long Term Care Insurance Quotes    

Is Your Spouse Hiding Money from You? – Wall Street Journal

Is Your Spouse Hiding Money from You? If you held back a little money from your spouse, you’re not alone. MarketWatch’s Catey Hill tells Tanya Rivero the surprising numbers regarding spouses and money.  Click Here for Your Long Term Care Insurance Quotes