Entries by Aaron Skloff, AIF, CFA, MBA
Growth of $1 Investment: 1926-2025
Click to Enlarge Past performance is no guarantee of future results. Hypothetical value of $1 invested at the beginning of 1926. Assumes reinvestment of income and no transaction costs or taxes. This is for illustrative purposes only and not indicative of any investment. An investment cannot be made directly in an index. Investing involves risk, […]
IRA Contribution and Income Limits for 2025 and 2026
Click to Enlarge IRA Contribution and Income Limits for 2025 and 2026 Please see these links for articles on Traditional IRAs and Roth IRAs, Backdoor Roth IRAs, Jumbo Roth IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s. Income defined as Modified Adjusted Gross Income (MAGI). Have Your 401(k), 403(b), 457(b) Account Professionally Managed
Medicare Part B Premiums 2026
Click to Enlarge Part B premiums are based on Modified Adjusted Gross Income (MAGI) tax returns from two years earlier. Medicare doesn’t cover long-term care (also called custodial care). Part B Deductible and Coinsurance You pay $283 per year for your Part B deductible. After your deductible is met, you typically pay 20% of the […]
The Delaware Long-Term Care Insurance Partnership Program – Long Term Care University
Long Term Care University – Question of the Month – 12/15/25 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 Delaware Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]
New Ways To Save On Taxes This Year – Fidelity Investments
New Ways To Save On Taxes This Year What do you need to know about tax planning in 2026? On this episode of Money Unscripted, learn about the new SALT cap increase, why you might want to consider itemizing over taking the standard deduction, a boosted child tax credit, and other opportunities to save on […]
Year End Tax and Financial Planning for 2025
Money Matters – Skloff Financial Group Question of the Month – December 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measures we can take to reduce our taxes and improve our financial position? The Problem – Year-End Financial Oversights […]
The Rhode Island Long-Term Care Insurance Partnership Program – Long Term Care University
Long Term Care University – Question of the Month – 11/15/25 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 Rhode Island Long-Term Care Insurance Partnership Program? The Problem – Limited […]
