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

Pacific PremierCare Choice – Combination Life and Long Term Care Insurance

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The New Jersey Long-Term Care Insurance Partnership Program – Long Term Care University

Long Term Care University – Question of the Month – 03/15/18 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 New Jersey Long-Term Care Insurance Partnership Program? The Problem – Limited […]

Income Tax and Capital Gains Rates 2018

Money Matters – Skloff Financial Group Question of the Month – March 1, 2018 By Aaron Skloff, AIF, CFA, MBA Q: Our taxes are confusing. What are the income tax rates and capital gains rates for 2018, following the Tax Cuts and Jobs Act? The Problem – Maze of Tax Rates on Income and Capital […]

Long Term Care Insurance Tax Free with Health Savings Account (HSA) – Long Term Care University

Long Term Care University – Question of the Month – 02/15/18 By Aaron Skloff, AIF, CFA, MBA Q: Can we pay for our long term care insurance policies on a tax free basis? The Problem – Paying for Long Term Care Insurance with After Tax Dollars The Internal Revenue Code is loaded with tax benefits […]

2018 Could Be a Big Year for Divorce Thanks to Trump’s New Tax Plan – CNBC

2018 Could Be a Big Year for Divorce Thanks to Trump’s New Tax Plan The GOP tax bill may complicate divorce proceedings by nixing alimony tax breaks. Click Here for Your Long Term Care Insurance Quotes

Dow Jones Industrial Average Market Downturns Happened Frequently and They Didn’t Last Forever – 1900-2015

Click to Enlarge Dow Jones Industrial Average Market Downturns Happened Frequently and They Didn’t Last Forever – 1900-2015 Declines of 5% or more occrued about 3 times a year and lasted 46 days on average. Declines of 10% or more occured about once per year and lasted 115 days on average. Declines of 15% or […]

Confessions of a Former College Admissions Officer: 5 Ways to Ace Your College Application – Yahoo Finance

Confessions of a Former College Admissions Officer: 5 Ways to Ace Your College Application A former Yale admissions officer shares his tips for acing your college application. Click Here for Your Long Term Care Insurance Quotes

Contributing to an IRA for 2017 and 2018

Money Matters – Skloff Financial Group Question of the Month – February 1, 2018 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2018, can we still contribute to Individual Retirement Accounts for 2017? How long do we have to contribute for 2017? A: The Problem — Foregoing Financial Planning and Tax Planning […]

Long Term Care Insurance Tax Benefits 2018 – Long Term Care University

Long Term Care University – Question of the Month – 01/15/18 By Aaron Skloff, AIF, CFA, MBA Q: Can long term care insurance be offered as a company benefit to all or a limited number of our employees? If so, are there any tax advantages for employers or employees? Are there tax advantages for individuals […]