Author | Aaron Skloff, MBA

Articles

Making changes to long-term care policies

Are there any types of policies that allow me to change my policy benefits in the future?

What's an indemnity benefit?

Some of the long-term care insurance policies I am researching allow for an indemnity benefit. Can you explain what that means and what advantages it may provide?

Avoiding the wash-sale rule

My investment portfolio has declined significantly in the last 18 months. Are there any tax benefits owed to me?