Entries by Aaron Skloff, AIF, CFA, MBA

Understanding Insured Asset Conversion Trusts

Money Matters – Skloff Financial Group Question of the Month – November 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q:  We read the Understanding Annuities article and the Understanding Single Premium Immediate Annuities (SPIAs) articles.  Can we increase our after-tax return on our safe money, guarantee that income for our lifetimes, gain coverage for […]

John Hancock Aspire – Life Insurance Designed for People Living with Diabetes

John Hancock Aspire – Life Insurance Designed for People Living with Diabetes Introducing John Hancock Aspire, the first and only life insurance designed for people living with diabetes. Aspire offers practical guidance and support to help you manage your diabetes, savings and rewards for the everyday things you do to live a longer, healthier life […]

Is Another Crash Coming on the 90th Anniversary of the 1929 Stock Market Crash?

Money Matters – Skloff Financial Group Question of the Month – October 27, 2019 By Aaron Skloff, AIF, CFA, MBA Q:  This week is the 90th anniversary of the Stock Market Crash of 1929.  Is another crash coming?  Should we liquidate all our stocks? The Problem – Fear of the 90th Anniversary of the Stock […]

State Estate and Inheritance Tax Rates and Exemptions 2019

Click to Enlarge State Estate and Inheritance Tax Rates and Exemptions in 2019 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  

Understanding Annuities

Money Matters – Skloff Financial Group Question of the Month – October 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q:  We keep hearing that annuities are great financial vehicles.  What are the various types of annuities and how do they differ? The Problem – Understanding What an Annuity is and the Various Types of […]

Why Every Millennial Should Have a Roth IRA – CNBC

Why Every Millennial Should Have a Roth IRA Roth IRAs can be a powerful tool for young investors looking to save for retirement. Traditional IRAs offer upfront tax breaks as you contribute to retirement, but Roth IRAs can offer a higher reward in the long-term. Watch… Click Here for Your Long Term Care Insurance Quotes