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

Insure or Self-Insure for Long Term Care? – Part 1 – Long Term Care University

Long Term Care University – Question of the Month – 07/15/24 By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the exorbitant costs for long term care. Should we insure or self-insure our long term care costs? The Problem – Paying for Long Term Care According to the U.S. Department of Health and […]

How Gifting Versus Selling Your Home Can Be a Tax Dream or a Tax Nightmare – Part 1

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 […]

How Gifting Versus Selling Your Home Can Be a Tax Dream or a Tax Nightmare – Part 2

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

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 13, […]

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 […]