Entries by Aaron Skloff, AIF, CFA, MBA

How to Invest Episode 5: All About Funds – MarketWatch

How to Invest Episode 5: All About Funds Don’t know where to invest your money? One of the most popular and tried-and-true places is in a fund. But all the options – such as mutual funds, index funds, and exchange-traded funds – can be confusing. Here’s how to choose. Click Here for Your Long Term […]

How to Invest Episode 3: The Miracle of Compounding – MarketWatch

How to Invest Episode 3: The Miracle of Compounding Time is one of the most important tools in investing thanks to the ‘miracle’ of compounding interest. Here’s what it is, how it works, and why it can help you. Click Here for Your Long Term Care Insurance Quotes

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

Long Term Care University – Question of the Month – 06/15/21 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 Tennessee Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

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