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

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 […]

Five Ways to Avoid Paying the Estate Tax in the U.S. – CNBC – 10/16/18

Five Ways to Avoid Paying the Estate Tax in the U.S. The new tax law allows wealthy individuals to save big by giving away up to $11.18 million and minimizing estate taxes. Here’s how else you can shelter your fortune. Click Here for Your Long Term Care Insurance Quotes

Traditional Versus Hybrid-Combination Life and Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 10/15/18 By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Hybrid-Combination Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens to all those […]

Social Security Basics – What You Need to Know

Money Matters – Skloff Financial Group Question of the Month – October 1, 2018 By Aaron Skloff, AIF, CFA, MBA Q: Can you provide us a basic understanding of Social Security retirement benefits? What do we need to know? A: The Problem — Understanding Basic Federal Programs are Not Always Basic Think of Social Security […]

Insure or Self-Insure for Long Term Care – Long Term Care University

Long Term Care University – Question of the Month – 09/15/18 By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the exorbitant costs for long term care. Should we insure or self-insure our long term care costs? The Problem – Paying for Long Term Care According to the U.S. Department of Health and […]