Author Archive for: f2819644
Entries by f2819644
Retirement Plan Contribution Limits for 2015 and 2014 – 01/08/15
Money Matters – Skloff Financial Group Question of the Month – January 8, 2015 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2015. What are the contribution limits for various retirement accounts in 2015? The Problem – Lack of Retirement Savings Most pre-retirees […]
Growth of $1 Investment: 1926-2014
Click to Enlarge Growth of $1 Investment: 1926-2014 Index Compounded Return US Small Company Stocks 12.2% S&P 500 Index 10.1% US LT Government Bonds 5.7% US 30 Day Treasury Bills 3.5% US Inflation 2.9% Please consider the charges, risks, expenses and investment objectives carefully before investing. For a prospectus or, if available, a summary prospectus containing […]
Missing Top Performing Days Can Hurt Your Return- Blackrock – 01/01/15
MISSING TOP-PERFORMING DAYS CAN HURT YOUR RETURN Hypothetical Investment of $100,000 in the S&P 500 Index Over the Last 20 Years (1995–2014) The graph below shows how a hypothetical $100,000 investment in stocks would have been affected by missing the market’s top-performing days over the 20-year period from January 1, 1995 to December 31, 2014. […]
Year End Tax and Financial Planning for 2014 – Independent Press – 12/03/14
The Independent Press Money Matters – Skloff Financial Group Question of the Month – December 3, 2014 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measures we can take to reduce our taxes and improve our financial position? A: […]
Top 6 Most Frequently Asked Questions (FAQs) about the Indiana Partnership for Long Term Care Video 2014
By Aaron Skloff, AIF, CFA, MBA Question 1. Will my ILTCIP policy pay for long term care both inside and outside of Indiana? Answer 1. Yes. ILTCIP policies will pay for long term care both inside and outside of Indiana. Question 2. After using up my ILTCIP policy’s benefits, can my assets still be […]
Top 6 Most Frequently Asked Questions (FAQs) about the Indiana Partnership for Long Term Care 2014 – 11/15/14
Long Term Care University – Question of the Month – 11/15/14 Research By Aaron Skloff, AIF, CFA, MBA Q: What are the Top 6 most Frequently Asked Questions (FAQs) about the Indiana Long Term Care Insurance Program? The Problem – Understanding the Indiana Long Term Care Insurance Program (ILTCIP) Most long term care […]