Entries by Aaron Skloff, AIF, CFA, MBA

Here Are the Options for College Savings In a Volatile Market – CNBC

Here Are the Options for College Savings In a Volatile Market If you have a 529 college savings plan, the market volatility has likely eaten into your savings. CNBC’s Sharon Epperson joins ‘Squawk Box’ to break down some of the alternatives Click Here for Your Long Term Care Insurance Quotes

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

Long Term Care University – Question of the Month – 06/15/22 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 Alabama Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

Here’s Why Your Next 401(k) Statement May Shock You – CNBC

Here’s Why Your Next 401(k) Statement May Shock You Even if you’re anticipating a slide in your 401(k) balance, you may not be ready for a new calculation on your expected monthly income on your nest egg. CNBC’s Sharon Epperson joins ‘Squawk Box’ with the details. Click Here for Your Long Term Care Insurance Quotes

What It Takes for a Bear Market to Turn Around – Wall Street Journal

What It Takes for a Bear Market to Turn Around As markets react to interest-rate hikes and the threat of a recession, stocks are dropping closer to bear-market territory. WSJ’s Gunjan Banerji explains what it takes to push stocks back into a bull market and why it’s hard to predict when they’ll turn around. Click […]

Understanding Net Unrealized Appreciation (NUA)

Money Matters – Skloff Financial Group Question of the Month – June 1, 2022 Understanding Net Unrealized Appreciation (NUA) By Aaron Skloff, AIF, CFA, MBA Q: We read the article ‘Is There a Tax Benefit to Owning My Company’s Stock in My 401(k)?’.  Is there a way to gain large tax benefits with Net Unrealized […]