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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

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 He became withdrawn and silent, and no longer spoke to his wife over dinner.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 […]

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 […]

Congress Eyes New Rules For Inherited IRAs – Wall Street Journal

The Wall Street Journal Family Value – February 11, 2012 Congress Eyes New Rules For Inherited IRAs By Kelly Greene A surprise proposal in Congress to drum up tax revenue from inherited IRAs is raising eyebrows—and making some financial advisers nervous. A Senate Finance Committee proposal floated this past week as part of a highway-funding […]

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908-464-3060

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