Aaron Skloff, AIF, CFA, MBA, Author at Skloff Financial Group

About Aaron Skloff, AIF, CFA, MBA

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 Aaron Skloff, AIF, CFA, MBA

Does Your State Have an Estate or Inheritance Tax? State Estate and Inheritance Tax Rates and Exemptions in 2020

Click to Enlarge Does Your State Have an Estate or Inheritance Tax? State Estate and Inheritance Tax Rates and Exemptions in 2020 There a number of estate planing strategies that can mitigate or avoid estate taxes and inheritance taxes. Click Here for Your Long Term Care Insurance Quotes

Should I Stay or Should I Go? – Market Timing

Money Matters – Skloff Financial Group Question of the Month – September 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: The stock market has increased so much in the last five years that I was thinking about selling all my stocks and mutual funds. What are they key considerations of such a change? The […]

How High Are Property Taxes in Your State? 2018

Click 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

Long Term Care University – Question of the Month – 08/15/20 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 – Limited Long […]

Are Indexed Universal Life (IUL) Insurance Policies as Good as They Sound? – Part 3

Money 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? The Problem […]

Are Indexed Universal Life (IUL) Insurance Policies as Good as They Sound? – Part 2

Money 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? The Problem […]

Are Indexed Universal Life (IUL) Insurance Policies as Good as They Sound? – Part 1

Money 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 Life (IUL) […]

Income Seekers: Handle These Investments with Care – Morningstar

Income Seekers: Handle These Investments with Care Where should they look–and not look? Click Here for Your Long Term Care Insurance Quotes

The North Carolina Long-Term Care Insurance Partnership Program – Long Term Care University

Long Term Care University – Question of the Month – 07/15/20 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 North Carolina Long-Term Care Insurance Partnership Program? The Problem – Limited […]