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

Adjusted Gross Income, Explained in 4 Minutes – Wall Street Journal

Adjusted Gross Income, Explained in 4 Minutes How do you find your adjusted gross income? And how does it impact the rest of your tax return? For starters, financial stress is the highest it’s been since 2015 and tax lingo isn’t always intuitive. To help explain your tax return, WSJ breaks down some key terminology […]

How to Get By on Less Than $1 Million in Retirement Savings – Wall Street Journal Your Money Briefing

How to Get By on Less Than $1 Million in Retirement Savings – Wall Street Journal Your Money Briefing While many people often aspire to accumulate around a million dollars in retirement savings, most people wind up with far less than that. WSJ retirement reporter Anne Tergesen spoke to retirees on how they’re making do, […]

Hybrid Life Insurance With Care Riders Versus Hybrid Life And Long Term Care Insurance – Part 1 – Long Term Care University

Long Term Care University – Question of the Month – 03/15/23 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and ‘Not All Hybrid Life And Chronic Illness And Long Term Care Insurance Policies Are The Same’ Part […]

Income Tax and Capital Gains Rates 2023

Money Matters – Skloff Financial Group Question of the Month – March 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: Our taxes are confusing. What are the income tax rates and capital gains rates for 2023, following the Tax Cuts and Jobs Act? The Problem – Maze of Tax Rates on Income and Capital […]

The Protected IRA Plus Plan – Part 3

Money Matters – Skloff Financial Group Question of the Month – March 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception’ Part 1, Part 2, and Part 3, and ‘The SECURE Act 2.0 Brings Big Changes to Retirement Accounts’ Part 1 and Part 2 and Part 3 and […]

The Protected IRA Plus Plan – Part 2

The Protected IRA Plus Plan – Part 1

Brighthouse SmartCare Hybrid Life and Long Term Care Insurance for New York Review – Long Term Care University

Long Term Care University – Question of the Month – 03/01/23 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the Brighthouse SmartCare Hybrid LTC policy for New […]

Nationwide YourLife CareMatters Hybrid Life and Long Term Care Insurance for New York Review – Long Term Care University

Long Term Care University – Question of the Month – 03/01/23 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the Nationwide YourLife CareMatters Hybrid Life and LTC […]