Entries by Aaron Skloff, AIF, CFA, MBA

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

Long Term Care University – Question of the Month – 07/15/21 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 Maryland Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

How to Invest Episode 8: STOP Paying Taxes on these Investments – MarketWatch

How to Invest Episode 8: STOP Paying Taxes on these Investments Generally, the government taxes your investments, but in certain types of accounts taxes can be bypassed – or significantly reduced. Here’s what to know about tax-advantaged accounts and how they can work for you. Click Here for Your Long Term Care Insurance Quotes

How to Invest Episode 7: Your Ultimate Guide to Trading Terms – MarketWatch

How to Invest Episode 7: Your Ultimate Guide to Trading Terms Trading happens when stocks, bonds, or other investments are bought and sold. But what most people are surprised to learn is that there’s a world of options beyond just “buy” and “sell.” Here are the different types of trades that can be made and […]

Are Dividends as Good as They Sound? – Part 3

Money Matters – Skloff Financial Group Question of the Month – July 1, 2021 By Aaron Skloff, AIF, CFA, MBA Q:  We read the article ‘Are Dividends as Good as They Sound?’ Part 1 and Part 2 . With interest rates so low, what are the pros and cons of simply buying stocks with high cash […]

How Families Can Appeal for More College Financial Aid – CNBC

How Families Can Appeal for More College Financial Aid Covid-19 has disrupted college life and impacted many families’ ability to afford it. As colleges and universities aim to boost enrollments, there may be opportunities for incoming students to negotiate for more financial aid. CNBC Senior Personal Finance Correspondent Sharon Epperson has advice on how to […]

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 […]