Author Archive for: f2819644
About f2819644
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 f2819644
Alzheimer’s Disease, Dementia and Long Term Care – Long Term Care University – 05/15/12
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644Long Term Care University – Question of the Month – 05/15/12 Research 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 […]
In Love and Loss – New York Times – 05/06/12
/in - VIDEOS CATEGORIES, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644He 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 He became withdrawn and silent, and no longer spoke to his wife over dinner.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 – 05/02/12
/in - ARTICLES CATEGORIES, Financial Planning, Long Term Care Insurance, Retirement Planning, Taxes/by f2819644The 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? […]
Dividend Paying Stocks 1928-2010 – Independent Press – 03/07/12
/in - ARTICLES CATEGORIES, Investing/by f2819644The 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 […]
Congress Eyes New Rules For Inherited IRAs – Wall Street Journal – 02/11/12
/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644The 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 […]
Suze Orman – Long Term Care Insurance – Oprah Winfrey Network – 01/23/12
/in - VIDEOS CATEGORIES, Financial Planning, Long Term Care Insurance/by f2819644Suze Orman shares her personal experience of expensive around the clock care she funds for her mother. “Along with the pros of retirement (all that free time) comes one big con: the possibility that you’ll outlive your assets and be unable to afford nursing home or at-home care if you require it. That’s where long-term […]
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Naples, FL 34109
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