The Independent Press Money Matters – Skloff Financial Group Question of the Month – May 1, 2013 By Aaron Skloff, AIF, CFA, MBA Q: I thought there were only two different types of life insurance policies, term and whole. What types of life insurance are available and how do they differ from one another? A: […]
Long Term Care University – Question of the Month – 04/15/13 By Aaron Skloff, AIF, CFA, MBA Q: Can long term care insurance be offered as a company benefit to all or a limited number of our employees? If so, are there any tax advantages for employers or employees? Are there still tax advantages for […]
Long Term Care University – Question of the Month – 03/15/13 By Aaron Skloff, AIF, CFA, MBA Q: We read the February 15, 2013 Long Term Care University article on gender based pricing. Are there any other significant changes expected to occur imminently in the Long Term Care Insurance industry? The Problem – Stricter Underwriting […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – March 7, 2013 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2013, can we still contribute to Individual Retirement Accounts for 2012? A: The Problem — Foregoing Financial Planning and Tax Planning Strategies for 2012 Assuming financial planning […]
The Wall Street Journal Weekend Investor – Family Value – February 16, 2013 Expecting the Unexpected When It Comes to Retirement Planning By Kelly Greene As long-term-care-insurance costs climb, families are turning to continuing-care retirement communities as an alternative. Long-term-care insurance generally pays for home care, assisted living or skilled nursing when a policyholder suffers […]
The Wall Street Journal Weekend Investor – March 9, 2013 More Firms Roll Out Roths By Kelly Greene Many employers are planning to add a Roth 401(k) option to their offerings of corporate benefits in the next 12 months, a new survey suggests, making it easier for workers to save money that can be withdrawn […]
