Aaron Skloff, AIF, CFA, MBA, Author at Skloff Financial Group

About Aaron Skloff, AIF, CFA, MBA

Aaron Skloff, Accredited Investment Fiduciary (AIF), Chartered Financial Analyst (CFA) charter holder, Master of Business Administration (MBA), is the Chief Executive Officer of Skloff Financial Group, a Registered Investment Advisory firm. The firm specializes in financial planning and investment management services for high net worth individuals and benefits for small to middle sized companies. He can be contacted at www.skloff.com or 908-464-3060.

Entries by Aaron Skloff, AIF, CFA, MBA

The Changes to Save a Big Idea – New York Times

The New York Times Your Money – April 30, 2011 The Changes to Save a Big Idea By Ron Lieber One of Senator Edward M. Kennedy’s final acts as a legislator was to try to make it easier to buy insurance that could help pay for assistance in your home if an injury or illness […]

Invest or Insure for Long Term Care Costs – Long Term Care University

Long Term Care University – Question of the Month – 03/15/11 By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the exorbitant costs for long term care. Should we invest or insure for our long term care costs? The Problem – Paying for Long Term Care According to the U.S. Department of Health […]

How to Cash Out in Retirement – Wall Street Journal

The Wall Street Journal Weekend Investor – Family Value – March 8, 2011 How to Cash Out in Retirement By Elanor Laise Faced with the question of spending in retirement, many financial advisers fall back on “the 4% rule.” With this approach, investors withdraw 4% of their retirement balance in the first year of retirement, […]

Family Businesses Catch a Big Break – Wall Street Journal

The Wall Street Journal Weekend Investor – Family Value – February 19, 2011 Family Businesses Catch a Big Break By Anne Tergesen To recap: As part of the tax deal passed by Congress late last year, the gift-tax exemption jumps to $5 million from $1 million for individuals and to $10 million from $2 million […]

Long Term Care Insurance Marital, Partner and Spousal Discounts – Long Term Care University

Long Term Care University – Question of the Month – 02/15/11 By Aaron Skloff, AIF, CFA, MBA Q: Some of the long term care insurance policies I am researching provide a marital or partner discount and a couples discount. Can you explain what that means and what advantages it may provide? The Problem – Foregoing […]

Employee Stock Options – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – February 2, 2011 By Aaron Skloff, AIF, CFA, MBA Q: My employer has awarded me numerous stock options over the years. When can I exercise these employee stock options and what are the tax ramifications? A: The Problem. Many employers award […]

Qualifying for Long Term Care Benefits – Long Term Care University

Long Term Care University – Question of the Month – 01/15/11 By Aaron Skloff, AIF, CFA, MBA Q: How do I qualify for benefits from my long term care insurance policy? The Problem – Tall Tales of Insurance Companies Denying Benefits to Long Term Care Insurance Policyholders Tall tales about long term care insurance companies […]

Covered Call Options, Safer Than You Think – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – January 5, 2011 By Aaron Skloff, AIF, CFA, MBA Q: Can I turn the tables on Wall Street and profit from its greed? What are my options with options? A: Many Wall Street firms are driven by greed — to the […]

Long Term Care Insurance Payment Options – Long Term Care University

Long Term Care University – Question of the Month – 12/15/10 By Aaron Skloff, AIF, CFA, MBA Q: Rather than paying for our long term care insurance premiums throughout the life of our policies, can we choose limited payment options? What advantages might we gain from limited payment options? The Problem – Paying Long Term […]