Entries by Aaron Skloff, AIF, CFA, MBA

Taking Your Lumps – or Not – Wall Street Journal

The Wall Street Journal Weekend Investor – Family Value – June 9, 2012 Taking Your Lumps – or Not By Kelly Greene So you have retired, adjusted to getting a monthly pension and think you have your finances in order. Then your former employer asks if you want to trade that check for a big […]

Long Term Health Care Insurance Options – Independent Press

The Independent Press Money Matters – June 6, 2012 By Aaron Skloff, AIF, CFA, MBA Q: Having diligently saved for the last 30 years, we have built a healthy retirement nest egg.  In the event one or both of us need long term care, how can we protect ourselves? The Problem – Cost of Long […]

Solo 401(k)s for the Self-Employed – Kiplinger’s Personal Finance

Solo 401(k)s for the Self-Employed – Kiplinger’s Personal Finance – 06/01/12 Solo 401(k)s, otherwise known as Individual 401(k)s, can offer significant advantages to self-employed workers saving for retirement. Kiplinger explains. Have Your 401(k), 403(b), 457(b) Account Professionally Managed

Alzheimer’s Disease, Dementia and Long Term Care – Long Term Care University

Long Term Care University – Question of the Month – 05/15/12 By Aaron Skloff, AIF, CFA, MBA Q: Will long term care insurance pay for my care if I develop Alzheimer’s disease or dementia? The Problem – Alzheimer’s Disease and Dementia Alzheimer’s disease and other forms of dementia devastate the patient and their loved ones, […]

In Love and Loss – New York Times

He threw away tax documents, got a ticket for trying to pass an ambulance and bought stock in companies that were obviously in trouble. Once a good cook, he burned every pot in the house. He became withdrawn and silent, and no longer spoke to his wife over dinner. That same failure to communicate got […]

Clark Howard Recommends Long Term Care Insurance

Clark Howard Recommends Long Term Care Insurance – March 8, 2012 “Long term care insurance is a smart decision for many people. It helps pay for long-term nursing home care or for health care assistance in your home when you get older. But far too few people choose to buy it.” “The prime age to […]

Dividend Paying Stocks 1928-2010 – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – March 7, 2012 By Aaron Skloff, AIF, CFA, MBA Q: Do dividend paying stocks generate lower returns than non-dividend paying stocks. And if so, should they simply be a substitute for bonds? Many investors assume companies pay dividends when the companies […]