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

What Is the Best Age to Claim Survivor Social Security Benefits? – Part 2

Money Matters – Skloff Financial Group Question of the Month – October 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q: I read the article ‘What Is the Best Age to Claim Social Security Benefits?’ Part 1, Part 2 and ‘What Is the Best Age to Claim Spousal Social Security Benefits?’ and ‘What Is the […]

What Is the Best Age to Claim Social Security Benefits? – Part 2

Money Matters – Skloff Financial Group Question of the Month – October 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q: I read the article ‘What Is the Best Age to Claim Social Security Benefits?’ Part 1. I am 62 years old and am evaluating taking benefits now, waiting until 67 or waiting until 70. […]

What Is the Best Age to Claim Survivor Social Security Benefits? – Part 1

Here’s How Investors Can Turn Stock Losses Into Tax Savings – CNBC

Here’s How Investors Can Turn Stock Losses Into Tax Savings Amid the broader market downturn, CNBC’s Sharon Epperson joins ‘Squawk Box’ to break down how investors can turn their stock losses into tax savings. Click Here for Your Long Term Care Insurance Quotes

The Oregon Long-Term Care Insurance Partnership Program – Long Term Care University

Long Term Care University – Question of the Month – 09/15/22 By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and details on the Kentucky Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

What Is the Best Age to Claim Social Security Benefits? – Part 1

Money Matters – Skloff Financial Group Question of the Month – September 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q: What is the best age to claim Social Security benefits – Part 1? The Problem – Claiming Social Security Benefits Too Young or Too Old, Instead of the Best Age Imagine being offered three […]

Inflation Drives Up the Cost of Long-Term Care – CNBC

Inflation Drives Up the Cost of Long-Term Care Inflation has now topped staffing as the main concern about the rise in the cost of long-term care, according to a new study. CNBC’s Sharon Epperson reports on what you should consider when paying for long-term care. Click Here for Your Long Term Care Insurance Quotes […]

Inflation Pushes Cost of Raising a Child to $300K – NewsNation

Inflation Pushes Cost of Raising a Child to $300K The going rate to raise a child through high school has risen to $300,000 according to a Brookings Institution estimate, The Wall Street Journal reported Friday. The estimate was determined assuming the child in question was born in 2015 to a family of four and uses […]

Does Your State Have a Marriage Penalty? 2022

Click to Enlarge Does Your State Have a Marriage Penalty? 2022 A marriage penalty exists when a state’s income brackets for married taxpayers filing jointly are less than double the bracket widths that apply to single filers. In other words, married couples who file jointly under this scenario face a higher effective tax rate than […]