Entries by Aaron Skloff, AIF, CFA, MBA

Retirement Savings – Now or Later

Click to Enlarge Let’s look at an example of two retirement savers.  Bob is 24 years old and chooses to invest $250 per month until he retires at the age of 65.  At the age of 24, Sue decides to delay saving until she was 40 and would save $500 per month until she retired […]

A Primer on Cryptocurrency – L2inc

A Primer on Cryptocurrency By popular demand, Scott and Aswath Damodaran discuss topics in cryptocurrency, from why it’s impossible to value to why people choose Bitcoin over gold.  Click Here for Your Long Term Care Insurance Quotes    

$500,000 Roth IRA Contribution – HEART Act

Money Matters – Skloff Financial Group Question of the Month – August 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: My spouse died as an active duty member of the U.S. military.  Can I deposit some or all of the insurance proceeds I received into a tax free account? A: The Problem – Creating […]

Valuing Tech’s Titans – L2inc

Valuing Tech’s Titans Are we basing companies’ valuations on the right criteria? In this long-form conversation, Scott and NYU Stern colleague Aswath Damodaran discuss what the top digital companies are really worth.  Click Here for Your Long Term Care Insurance Quotes    

Top 10 Most Frequently Asked Questions (FAQs) on 529s

Money Matters – Skloff Financial Group Question of the Month – July 1, 2017 Top 10 Most Frequently Asked Questions (FAQs) on 529s By Aaron Skloff, AIF, CFA, MBA Q:  What are the top 10 most frequently asked questions about 529 higher education savings plans? The Problem – Misunderstanding 529s  Like many sections of the […]