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

How Gifting Versus Selling Your Home Can Be a Tax Dream or a Tax Nightmare – Part 3

Money Matters – Skloff Financial Group Question of the Month – July 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How a Gift Can Be a Tax Dream or a Tax Nightmare’ Part 1 and Part 2. We also read ‘How To (Legally) Avoid Taxes When Selling Your Home’ Part 1, Part 2 […]

Tax Benefits of Hybrid Life and Long Term Care Insurance Versus Hybrid Life Insurance with Care Riders 2024 – Part 4 – Long Term Care University

Long Term Care University – Question of the Month – 06/15/24 Research By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Tax Benefits of Hybrid Life and Long Term Care Insurance Versus Hybrid Life Insurance with Care Riders 2024’ Part 1, and Part 2 and Part 3. Can you give examples of the tax benefits […]

Planning for Long-Term Care: Here’s What You Need to Know – CNBC

Planning for Long-Term Care: Here’s What You Need to Know 70% of people turning 65 today will need long-term care in their lifetime. How to pay for that care is an increasing worry for many Americans. CNBC’s Sharon Epperson joins ‘Squawk Box’ to explain what people need to know about planning ahead for long-term care. […]

How To (Legally) Avoid Taxes When Selling Your Home – Part 1

Money Matters – Skloff Financial Group Question of the Month – June 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to sell our home and are worried about paying taxes on our gain. What are the key tax considerations we should consider? The Problem – Death and Taxes On November […]

How To (Legally) Avoid Taxes When Selling Your Home – Part 2

Money Matters – Skloff Financial Group Question of the Month – June 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How To (Legally) Avoid Taxes When Selling Your Home’ Part 1. We are ready to sell our home and are worried about paying taxes on our gain. What are the key tax […]

How To (Legally) Avoid Taxes When Selling Your Home – Part 3

Money Matters – Skloff Financial Group Question of the Month – June 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How To (Legally) Avoid Taxes When Selling Your Home’ Part 1 and Part 2. We are ready to sell our home and are worried about paying taxes on our gain. Can you give examples […]

Everything You Need To Know About 529 Savings Accounts – MarketWatch

Everything You Need To Know About 529 Savings Accounts With higher education costs continuing to rise and millions of Americans struggling with student loan debt, any amount of money saved for college can make a difference. MarketWatch financial-planning columnist Beth Pinskers answers the internet’s most searched questions about the tax-advantaged saving account. Click Here for […]

Tax Benefits of Hybrid Life and Long Term Care Insurance Versus Hybrid Life Insurance with Care Riders 2024 – Part 3 – Long Term Care University

Long Term Care University – Question of the Month – 05/15/24 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Tax Benefits of Hybrid Life and Long Term Care Insurance Versus Hybrid Life Insurance with Care Riders 2024’ Part 1 and Part 2. Can you give examples of the tax benefits for employers, employees and […]

How a Gift Can Be a Tax Dream or a Tax Nightmare – Part 2

Money Matters – Skloff Financial Group Question of the Month – May 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How a Gift Can Be a Tax Dream or a Tax Nightmare’ Part 1. We are considering gifting assets to our children and/or our parents? What are the tax benefits and detriments […]