Entries by Aaron Skloff, AIF, CFA, MBA

Are Dividends as Good as They Sound? – Part 2

Money Matters – Skloff Financial Group Question of the Month – June 1, 2021 By Aaron Skloff, AIF, CFA, MBA Q:  We read the article ‘Are Dividends as Good as They Sound?’ Part 1.  If companies are not required to pay stockholders dividends, then why do they pay them? The Problem – Investing in Companies […]

Does Your State Tax Social Security Benefits? 2021

Click to Enlarge Does Your State Tax Social Security Benefits? 2021 Thirty-seven states and D.C. either have no income tax (AK, FL, NV, SD, TN, TX, WA, WY) or do not include Social Security benefits in their calculation for taxable income (AL, AZ, AR, CA, DE, DC, GA, HI, ID, IL, IN, IA, KY, LA, […]

How Families Can Use 529 Plans To Help Save For College – CNBC

How Families Can Use 529 Plans To Help Save For College Many parents wonder how they’ll pay for college. A 529 plan is a way to stash that money away, but many Americans don’t know much about them. CNBC’s Sharon Epperson reports. Click Here for Your Long Term Care Insurance Quotes

WA Cares – Long Term Care University

Long Term Care University – Question of the Month – 05/15/21 By Aaron Skloff, AIF, CFA, MBA Q: Our employer informed us that beginning 01/01/22, a mandatory deduction will be taken from our compensation for the Washington State WA Cares long term care fund.  What does this program offer?  How can we avoid paying for […]

How Students Can Find Scholarships and Grants To Help Pay for College – CNBC

How Students Can Find Scholarships and Grants To Help Pay for College Many high school seniors have made their college choice, but now it’s time to worry about the cost. CNBC’s Sharon Epperson reports on how students can go about applying for grants, scholarships and other aid. Click Here for Your Long Term Care Insurance […]

Are Dividends as Good as They Sound? – Part 1

Money Matters – Skloff Financial Group Question of the Month – May 1, 2021 By Aaron Skloff, AIF, CFA, MBA Q:  Do some companies really pay their stockholders dividends for simply owning their stock?  Are dividends as good as they sound? The Problem – Understanding Dividends and Their Pros and Cons  Many investors do not […]

Investing Insights: Portfolio Diversification and Yields in 2021 – Morningstar

Income Seekers: Handle These Investments with Care In this week’s podcast, David Blanchett shares advice for retirees in today’s low-yield environment, Amy Arnott and Christine Benz discuss their research on portfolio diversification, Christine Benz talks strategy about withdrawing money from retirement funds, and Gregg Warren talks about Berkshire Hathaway’s valuation. Click Here for Your Long […]