Entries by Aaron Skloff, AIF, CFA, MBA

Retirement Plan Contribution Limits for 2021 and 2020

Money Matters – Skloff Financial Group Question of the Month – January 1, 2021 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2021.  What are the contribution limits for various retirement accounts in 2021? The Problem – Lack of Retirement Savings Most pre-retirees recognize they […]

Business Retirement Plans 2021

Click to Enlarge Business Retirement Plans 2021 Please see these links for articles on SEP IRAs, SIMPLE IRAs and 401(k)s. Have Your 401(k), 403(b), 457(b) Account Professionally Managed  

How The CARES Act Plays Into Your Taxes – TheStreet

How The CARES Act Plays Into Your Taxes Among the many things the CARES Act offered to taxpayers, there were some real perks and abilities to use your retirement plans. Click Here for Your Long Term Care Insurance Quotes  

The Cost of Missing Out

Click to Enlarge The Cost of Missing Out Research has shown that missing out on the best trading days has a huge impact on long-term returns, as they often follow the worst days. Using market data going back to 1930, Bank of America found that an investor who missed the S&P 500 index’s best 10 […]

Life Insurance 101

Life Insurance 101 Have you ever wondered how your loved ones would manage financially if something happened to you? Watch this to learn the basics of life insurance and how important it is for protecting your loved ones. Click Here for Your Life Insurance Quotes

What Is Gold Worth? – Morningstar

What Is Gold Worth? Gold is thought of as a safe-haven investment. So, in times of turbulence, like, say, the summer of 2020 when the pandemic was raging and investors were worried about the economy, the price of gold swelled to $2,000 an ounce. Why is gold thought of as a safe haven? Click Here […]