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
Learn How to Plan Now for Long-Term Care During Your Retirement Years – Today – 01/10/17
/in - VIDEOS CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644Learn How to Plan Now for Long-Term Care During Your Retirement Years A 65-year-old couple will need an estimated $260,000 to pay for unreimbursed medical expenses through their retirement years, and that doesn’t include long-term care, which seven in 10 people are likely to need in their lifetime. TODAY financial editor Jean Chatzky has […]
Median Earnings by Education – College Board – 2015
/in - SLIDES CATEGORIES, College Planning, Estate Planning/by f2819644Click to Enlarge On average, taxes take a larger percentage of the incomes of people with higher earnings, so the after-tax earnings premium is somewhat smaller than the pretax earnings premium. In 2015, median earnings of bachelor’s degree recipients age 25 and older with no advanced degree working full time were $24,600 (67%) higher than those […]
Retirement Plan Contribution Limits for 2017 and 2016 – 01/01/17
/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, 2017 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2017. What are the contribution limits for various retirement accounts in 2017? The Problem – Lack of Retirement Savings Most pre-retirees […]
Growth of $1 Investment: 1926-2016
/in - SLIDES CATEGORIES, Investing/by f2819644Click to Enlarge Past performance is no guarantee of future results. Growth of $1 Investment: 1926-2016 Index Compounded Return US Small Company Stocks 12.1% S&P 500 Index 10.0% US LT Government Bonds 5.5% US 30 Day Treasury Bills 3.4% US Inflation 3.0% U.S. treasury securities are direct debt obligations issued by the U.S. Government. With government […]
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7682 Santa Margherita Way
Naples, FL 34109
908-464-3060
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