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

The Struggle to Keep a Son’s Promise – Wall Street Journal

Click Here for Your Long Term Care Insurance Quotes The Wall Street Journal visited 66-year-old Ken Martin and his 93-year-old mother as they grapple with the challenges, both financial and emotional, of growing old at home on a tight budget.

An IRA Tax Hack for Retirees 70 and Over – Yahoo Finance

An IRA Tax Hack for Retirees 70 and Over With the new tax law changes wiping out itemized deductions, filers are looking for any ways they can to catch a break. Click Here for Your Long Term Care Insurance Quotes

Guaranty Income Life AnnuiCare Hybrid Combination Annuity and Long Term Care Insurance Review – Long Term Care University

Long Term Care University – Question of the Month – 12/15/18 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article 1035 Tax-Free Exchange and are interested in Hybrid Combination Annuity and Long Term Care (LTC) Insurance policies. Can you please review the Guaranty Income Life AnnuiCare Hybrid Combination Annuity and LTC policy? […]

Year End Tax and Financial Planning for 2018

Money Matters – Skloff Financial Group Question of the Month – December 1, 2018 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 […]

Alzheimer’s Disease Warning Signs

Click to Enlarge There Are 10 Signs of Alzheimer’s Disease The average Alzheimer’s patient lives 8-10 years after being diagnosed. Click Here for Your Long Term Care Insurance Quotes

Global Atlantic Forethought ForeCare – Hybrid Annuity and Long Term Care

Click Here for Your Long Term Care Insurance Quotes ForeCare is a fixed annuity with LTC benefits that offers you more care, more convenience and more control. Let’s use a hypothetical example to compare two of these options: self-funding as option one and purchasing ForeCare as option two. To do that, I’d like to […]

Global Atlantic Forethought ForeCare – Hybrid Annuity and Long Term Care

Slideshow Below Click Here for Your Long Term Care Insurance Quotes ForeCare is a fixed annuity with LTC benefits that offers you more care, more convenience and more control. Let’s use a hypothetical example to compare two of these options: self-funding as option one and purchasing ForeCare as option two. To do that, I’d […]

The Texas Long-Term Care Insurance Partnership Program – Long Term Care University

Long Term Care University – Question of the Month – 11/15/18 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 Texas Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

Top 10 Social Security Tips

Money Matters – Skloff Financial Group Question of the Month – November 1, 2018 By Aaron Skloff, AIF, CFA, MBA Q: We read your article titled ‘Social Security Basics – What You Need to Know’. Can you provide us the top 10 Social Security tips? A: The Problem — Understanding Social Security Basics Will Only […]