Author Archive for: f2819644
About f2819644
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 f2819644
Retirement Plan Contribution Limits for 2019 and 2018 – 01/01/19
/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Money Matters – Skloff Financial Group Question of the Month – January 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2019. What are the contribution limits for various retirement accounts in 2019? The Problem – Lack of Retirement Savings Most pre-retirees […]
Myth Versus Fact – Planning for Alzheimer’s
/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644Click to Enlarge Myth Versus Fact – Planning for Alzheimer’s Myth: Since there’s no cure for Alzheimer’s, there’s no need to plan. Fact: Planning ahead has real benefits for you and your loved ones. Source: U.S. Department of Health and Human Services Click Here for Your Long Term Care Insurance Quotes
Growth of $1 Investment: 1926-2018
/in - SLIDES CATEGORIES, Investing/by f2819644Click to Enlarge Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Equity and fixed income securities are subject to various risks including, but not limited to, market risk, credit risk and interest rate risk. Growth of $1 Investment: 1926-2018 Index Compounded Return US […]
Medicare Part B Premiums 2019
/in - SLIDES CATEGORIES, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644Click to Enlarge Part B premiums are based on tax returns from two years earlier. Medicare doesn’t cover long-term care (also called custodial care). Part B Deductible and Coinsurance You pay $185 per year for your Part B deductible. After your deductible is met, you typically pay 20% of the Medicare-approved amount for these: Most […]
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