Entries by Aaron Skloff, AIF, CFA, MBA

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 […]

Don’t Let Emotions Drive Your Investing Decisions – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – July 4, 2012 Don’t Let Emotions Drive Your Investing Decisions By Aaron Skloff, AIF, CFA, MBA Q: After watching our investment portfolio decline by over 20% in 2008, we shifted our assets into cash and have been sitting on the sidelines. […]

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, […]