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corporate benefits in the next 12 months, a new survey suggests, making it easier for workers to save money that can be withdrawn […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month: What are the effects of the American Taxpayer Relief Act of 2012? – February 6, 2013 By Aaron Skloff, AIF, CFA, MBA Q: Will we pay more or less taxes in 2013 due to The American Taxpayer Relief Act of 2012? A: The […]
Long Term Care University – Question of the Month – 01/15/13 By Aaron Skloff, AIF, CFA, MBA Q: We read the November 15, 2012 and December 15, 2012 Long Term Care University articles that compare Combination Life/Long Term Care insurance policies to Traditional Long Term Care (LTC) insurance policies and decided to purchase a Combination […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – January 2, 2013 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2013. What are the contribution limits for various retirement accounts in 2013? The Problem – Lack of Retirement Savings Most […]
Retirement Rules for Women – Kiplinger’s Personal Finance – 01/01/13 Kiplinger’s Susan Garland talks about how women can best prepare for retirement. Step 1: Open IRAs & 401Ks Step 2: Keep Working Step 3: Consider LTC Coverage Step 4: Know Your Finances Click Here for Your Long Term Care Insurance Quotes
Long Term Care University – Question of the Month – 12/15/12 By Aaron Skloff, AIF, CFA, MBA Q: We read the November 15, 2012 Long Term Care University article that compares Combination Life/Long Term Care insurance policies to Traditional Long Term Care (LTC) insurance policies and decided to purchase a Combination policy. Are the premiums […]
The Independent Press Money Matters – Skloff Question of the Month: Ways to Reduce Taxes – December 5, 2012 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measure we can take to reduce our taxes and improve our financial position? […]
Long Term Care University – Question of the Month – 11/15/12 By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Combination Life/Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens to all those premiums you […]
Dear Dave, I just turned 57 and have been researching long-term care policies. Is there a point where you can self-insure for long-term care needs without a policy? -Peter “If you have $20 million liquid sitting around, then you could easily set aside $2 to $3 million for long-term care and still be in great […]
