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Aaron Skloff, AIF, CFA, MBA

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

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. […]

Health-Care Law’s ‘Gamechanging’ Tax on Investments – Wall Street Journal

WSJ’s Laura Saunders digs deep inside the affordable health-care law affirmed by The Supreme Court this week and reveals a little-known income tax that many call a game-changer. Click Here for Your Long Term Care Insurance Quotes  

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 […]

Impacts of Increased Healthcare Costs – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – May 2, 2012 Impacts of Increased Healthcare Costs By Aaron Skloff, AIF, CFA, MBA Question: My company recently began offering a Health Savings Account (HSA) available to all the employees. What are the pros and cons of a HSA? The Problem […]

Long Term Care Insurance Tax Free with Health Savings Account (HSA) – Long Term Care University

Long Term Care University – Question of the Month – 04/15/12 By Aaron Skloff, AIF, CFA, MBA Q: Can we pay for our long term care insurance policies on a tax free basis? The Problem – Paying for Long Term Care Insurance with After Tax Dollars The Internal Revenue Code is loaded with tax benefits […]

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