Long Term Care University – Question of the Month – 11/15/13 By Aaron Skloff, AIF, CFA, MBA Q: Can I protect my home away from the Massachusetts MassHealth (Medicaid) Program if I purchase a Long Term Care Insurance policy? If so, are there any requirements? The Problem – Limited Benefits and Limited Medicaid Most long […]
Pacific PremierCare Advantage Universal Life Insurance with Long-Term Care Benefits Rising Costs of Long-Term Care Costs of long term care has risen over 120% or 4.05% in the last 20 years 7 out of 10 Americans age 65+ will need some type of long-term care. Pacific PremierCare Long-Term Care Benefits If you need long-term care… […]
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 Investments Couples […]
Long Term Care University – Question of the Month – 10/15/13 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. Like a Traditional […]
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 to a […]
Long Term Care University – Question of the Month – 09/15/13 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 Care Traditional Long […]
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 Problem — […]
