f2819644, Author at Skloff Financial Group

About f2819644

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 f2819644

Here’s How to Make the Most of 529 Plans – CNBC – 05/29/20

May 29, 2020/in - VIDEOS CATEGORIES, 401(k), College Planning, Financial Planning, Taxes/by f2819644

Here’s How to Make the Most of 529 Plans According to recent estimates, about $370 billion are held in over 14 million 529 accounts, and the money can be used for things other than tuition, room and board. CNBC’s Sharon Epperson reports.ow about money. Click Here for Your Long Term Care Insurance Quotes

The Ohio Long-Term Care Insurance Partnership Program – Long Term Care University – 05/15/20

May 15, 2020/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644

Long Term Care University – Question of the Month – 05/15/20 Research 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 Ohio Long-Term Care Insurance Partnership Program? The Problem […]

In Human Terms, Episode 14: The Decline of Linear TV – 05/11/20

May 11, 2020/in - VIDEOS CATEGORIES, Financial Planning, Investing/by f2819644

In Human Terms, Episode 14: The Decline of Linear TV In this special edition of In Human Terms, Jeff Green discusses the implications of Covid-19 on media and how it is accelerating the decline of traditional television. Click Here for Your Long Term Care Insurance Quotes

How the CARES Act Affects Retirement Accounts – Part 3 – 05/01/20

May 1, 2020/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, Investing, IRA, Retirement Planning, Taxes/by f2819644

Money Matters – Skloff Financial Group Question of the Month – May 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the article How the CARES Act Affect Retirement Accounts – Part 1 and How the CARES Act Affect Retirement Accounts – Part 2. Can you explain the most frequently asked questions […]

The World’s Wealthiest Individuals – Visual Capitalist – 04/27/20

April 27, 2020/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Investing/by f2819644

Click to Enlarge Wealth in Astonishing Circumstances The below table shows the fortunes of the world’s 10 richest people, comparing the numbers from March 5, 2019 to the most recent data from April 22, 2020. Rank Name Net Worth 2020* Net Worth 2019* Change 2019-2020 #1 Jeff Bezos $145B $131B +$14.1B #2 Bill Gates $104B […]

How Much You Need to Save Every Month to Have $100,000 for Your Child’s Tuition – CNBC – 04/24/20

April 24, 2020/in - VIDEOS CATEGORIES, College Planning, Estate Planning, Financial Planning, Taxes/by f2819644

How Much You Need to Save Every Month to Have $100,000 for Your Child’s Tuition CNBC did the math, and we can tell you how much you need to save now to give your child $100,000 for college. Check out this video for a full breakdown of your options as well as a case study […]

In Human Terms, Episode 13: Connected TV Acceleration – 04/22/20

April 22, 2020/in - VIDEOS CATEGORIES, Financial Planning, Investing/by f2819644

In Human Terms, Episode 13: Connected TV Acceleration In this special edition of In Human Terms, Jeff Green explains why Connected TV is accelerating at an unprecedented rate. Click Here for Your Long Term Care Insurance Quotes

Long Term Care Insurance Elimination Period and Medicare – Long Term Care University – 04/15/20

April 15, 2020/in - ARTICLES CATEGORIES, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644

Long Term Care University – Question of the Month – 04/15/20 Research By Aaron Skloff, AIF, CFA, MBA Q: What is an elimination period? How do Medicare benefits affect the elimination period to choose? The Problem – Determining What Elimination Period to Select on a Long Term Care Insurance Policy Most long term […]

Does Your State Tax Social Security Benefits? 2020

April 8, 2020/in Financial Planning, Retirement Planning, Social Security, Taxes/by f2819644

Click to Enlarge Does Your State Tax Social Security Benefits? 2020 Twenty-six states and D.C. either have no income tax (AK, FL, NV, SD, TX, WA, WY) or do not include Social Security benefits in their calculation for taxable income (AL, AR, CA, DC, HI, IN, IA, KY, LA, ME, MD, MI, MS, NH, NJ, […]

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