Entries by Aaron Skloff, AIF, CFA, MBA

California Partnership for Long Term Care Top 6 Most FAQs – Long Term Care University

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

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 […]

California Partnership for Long Term Care – Long Term Care University

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 […]

Suze Orman on Misjudging Mother’s Long Term Care Needs

Click Here for Your Long Term Care Insurance Quotes   CNN’s Suzanne Malveaux talks with Suze Orman on the cost of retirement, long-term care insurance, and the economy. Suze Orman on Her Mom’s Care: Didn’t Have Long-Term Care Insurance She Required $25,000 a Month in Care Lived 31 Years after Her Husband’s Passing Long Term […]

Tips on How to Finance a College Education – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – September 5, 2012 Tips on How to Finance a College Education By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the increasing cost of higher education for our children. What benefits might we and our children gain by contributing […]

How to Avoid New Investment Surtax – Independent Press

The Independent Press How to Avoid New Investment Surtax Money Matters – Skloff Financial Group Question of the Month – August 1, 2012 By Aaron Skloff, AIF, CFA, MBA Q: What is the new investment surtax and how can we avoid some or all of it? The Problem – New Investment Surtax Can Cost You […]

New York State Partnership for Long Term Care – Long Term Care University

Long Term Care University – Question of the Month – 07/15/12 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 New York State Partnership for Long Term Care is unique? The Problem […]