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

Long Term Care Insurance Pool of Money and Benefit Period – Long Term Care University

Long Term Care University – Question of the Month – 10/15/09 By Aaron Skloff, AIF, CFA, MBA Q: Many of the long term care insurance brochures reference to the Total Pool of Money. Can you explain what that means and how it relates to a Daily or Monthly Benefit? Can a Total Pool of Money […]

Credit Shelter Trust (CST) – The Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – October 7, 2009 By Aaron Skloff, AIF, CFA, MBA Q: What is a Credit Shelter Trust and can it help us reduce or eliminate our federal and New Jersey estate taxes? We all know the old saying that there are only […]

Safe Harbor 401(k) Plan – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – September 2, 2009 By Aaron Skloff, AIF, CFA, MBA Q: My company is considering offering a Safe Harbor 401(k) plan. What is a Safe Harbor 401(k) plan, and how does it differ from a plain 401(k)? A plain 401(k) will fail […]

SIMPLE IRA vs 401(k) – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – July 1, 2009 By Aaron Skloff, AIF, CFA, MBA SIMPLE IRA vs. 401(k) Q: We are evaluating which retirement plan to implement for our business. What are the advantages and disadvantages of a SIMPLE IRA retirement plan versus a 401(k) retirement […]

Long Term Care Insurance Indemnity (Cash) Benefit – Long Term Care University

Long Term Care University – Question of the Month – 06/15/09 By Aaron Skloff, AIF, CFA, MBA Q: 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? The Problem – Reimbursement Only Policies Most long term […]