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 — […]
The Wall Street Journal Weekend Investor – August 17, 2013 Fixed Indexed Annuities Merit Caution Investment Appeals to Conservative Investors but Can Be Complicated and Carry Hidden Risk By Leslie Scism Conservative savers are flocking to an insurance product with a controversial past: fixed indexed annuities. For investors seeking steady retirement income—typically drawn to products […]
Long Term Care University – Question of the Month – 08/15/13 By Aaron Skloff, AIF, CFA, MBA Q: We read the 1st, 2nd, 3rd, 4th and 5th Long Term Care University articles on Combination Life and Long Term Care insurance policies and decided to purchase a Combination policy. Instead of a limited number of years […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – August 7, 2013 By Aaron Skloff, AIF, CFA, MBA Q: What I thought were my most conservative investments have been the worst performing for the first half of this year. What is happening in the bond market? A: The Problem – […]
