Entries by Aaron Skloff, AIF, CFA, MBA

Women Face Long-Term Care Price Hikes – MarketWatch

MarketWatch Encore – July 8, 2013 Women Face Long-Term Care Price Hikes By Elizabeth O’Brien The long-term care insurance industry has been undergoing some significant changes, many of them not so friendly to consumers. But for women who decide they need the coverage, one thing is certain: The window is rapidly closing for those who […]

401(k) In-Plan Roth Conversion – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – July 3, 2013 By Aaron Skloff, AIF, CFA, MBA Q: Due to the new tax laws my 401(k) provider offered me the option of an In-Plan Roth Conversion. What is this and should I take advantage of it? A: The Problem […]

Life Insurance Types – The Independent Press

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 Insurance Tax Advantages – Long Term Care University

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 […]

Top Four 401(k) Tips and Advice – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – April 3, 2013 By Aaron Skloff, AIF, CFA, MBA Q: What are some tips on getting the most out of our 401(k) plans? A: The Problem – Looking a Gift Horse in the Mouth Many employers offer the ‘gift’ of a […]

Stricter Underwriting for Long Term Care Insurance – Long Term Care University

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 […]