Author Archive for: f2819644
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
How High Are Property Taxes in Your State? 2018
/in - SLIDES CATEGORIES, Financial Planning, Retirement Planning, Taxes/by f2819644Click to Enlarge How High Are Property Taxes in Your State? 2018 Note: The figures in this table are mean effective property tax rates on owner-occupied housing (total real taxes paid divided by total home value). As a result, the data exclude property taxes paid by businesses, renters, and others. D.C.’s rank does not affect […]
The Michigan Long-Term Care Insurance Partnership Program – Long Term Care University – 08/15/20
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644Long Term Care University – Question of the Month – 08/15/20 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 Michigan Long-Term Care Insurance Partnership Program? The Problem […]
How the S&P 500 Performed During Major Market Crashes – Visual Capitalist – 08/05/20
/in - SLIDES CATEGORIES, Investing/by f2819644Click to Enlarge How the S&P 500 Performed During Major Market Crashes How does the current COVID-19 crash of 2020 stack up against previous market crashes? Title Start — End Date Duration (Trading Days) % Drop Black Tuesday / Great Crash* Sep 16, 1929 — Sept 22, 1954 300 months (7,256 days) -86% Nixon Shock […]
Are Indexed Universal Life (IUL) Insurance Policies as Good as They Sound? – Part 3 – 08/01/20
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Investing, Life Insurance, Retirement Planning/by f2819644Money Matters – Skloff Financial Group Question of the Month – August 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘Are Indexed Universal Life Insurance Policies as Good as They Sound?’ Part 1 and Part 2. Can Indexed Universal Life (IUL) Insurance Policies be designed to maximize tax-free disbursements? […]
Are Indexed Universal Life (IUL) Insurance Policies as Good as They Sound? – Part 2 – 08/01/20
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Investing, Life Insurance, Retirement Planning/by f2819644Money Matters – Skloff Financial Group Question of the Month – August 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the article ‘Are Indexed Universal Life Insurance Policies as Good as They Sound?’ Part 1. Can Indexed Universal Life (IUL) Insurance Policies be designed to maximize the tax-free death benefit? […]
Are Indexed Universal Life (IUL) Insurance Policies as Good as They Sound? – Part 1 – 08/01/20
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Investing, Life Insurance, Retirement Planning/by f2819644Money Matters – Skloff Financial Group Question of the Month – August 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We are interested in permanent life. Are Indexed Universal Life (IUL) insurance policies as good as they sound? The Problem – Indexed Universal Life (IUL) Insurance Policies Can be Confusing Indexed Universal […]
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7682 Santa Margherita Way
Naples, FL 34109
908-464-3060
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