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

73% of Annuity Owners Intend to Use Their Annuity for a Catastrophic Illness or Nursing Home Care

Click to Enlarge 73% of Annuity Owners Intend to Use Their Annuity for a Catastrophic Illness or Nursing Home Care Convert an Old Annuity to a New Hybrid Annuity with Long Term Care and Get 5 Times the Value in Tax Free Long Term Care Click Here for Your Long Term Care Insurance Quotes

Understanding Multi-Year Guaranteed Annuities

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 are interested in multi-year guarantee annuities (MYGAs). Can you please explain MYGAs? The Problem – Finding Guaranteed High Interest Rate Vehicles in a Low Interest Rate Environment […]

Understanding Single Premium Deferred Annuities

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 are interested in single premium deferred annuities (SPDAs). Can you please explain SPDAs? The Problem – Guaranteed Lifetime Cash Flow Starting in the Future There is a […]

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

91% of Americans Believe Long Term Care Planning is an Important Component of Retirement Planning

Click to Enlarge 91% of Americans Believe Long Term Care Planning is an Important Component of Retirement Planning Click Here for Your Long Term Care Insurance Quotes

Using an IRA or 401(k) to Pay for Hybrid-Combination Life and Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 10/15/19 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Hybrid-Combination Life and Long Term Care (LTC) Insurance and prefer the Hybrid-Combination LTC policy. Can we pay for a Hybrid LTC policy with money from an […]