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 […]
The Independent Press Money Matters – November 7, 2012 Question of the Month: What are the Top Five Myths of 529 Higher Education Savings Plans? By Aaron Skloff, AIF, CFA, MBA Q: What are the top five myths of 529 higher education savings plans? The Problem – Understanding 529s Like many sections of the Internal […]
Long Term Care University – Question of the Month – 10/15/12 By Aaron Skloff, AIF, CFA, MBA Q: What are the Top 6 most Frequently Asked Questions (FAQs) about the California Partnership for Long Term Care? The Problem – Understanding the California Partnership for Long Term Care (CAPLTC) Most long term care (LTC) insurance policies […]
3 Costly Surprises for Retirees – Kiplinger’s Personal Finance – 10/01/12 #1 Health Care Costs #2 Taxes on Nest Egg Withdrawals #3 Taxable Social Security Benefits Kiplinger’s Andrea Browne unveils three of the surprises that can catch retirees off-guard: health care costs, taxes on nest egg withdrawals like IRAs, and taxable Social Security benefits. Click […]
Long Term Care University – Question of the Month – 09/15/12 By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and if the California Partnership for Long Term Care is unique? The Problem – Limited […]
