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

State Life Asset-Care III Combination Life and Long Term Care Insurance Review – Long Term Care University

Long Term Care University – Question of the Month – 10/15/17 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Combination policy (or Hybrid). Can you please review the State Life Asset-Care III (3) Combination […]

Retirement Account Rollovers

Money Matters – Skloff Financial Group Question of the Month – October 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: We have numerous retirement account accounts that are difficult to track and even more difficult to optimize their risk and return. We are trying to consolidate the accounts. What retirement accounts can we rollover […]

5 Mistakes to Avoid When Applying for the FAFSA – Yahoo Finance

5 Mistakes to Avoid When Applying for the FAFSA Click Here for Your Long Term Care Insurance Quotes

Pacific PremierCare Advantage Combination Life and Long Term Care Insurance Review – Long Term Care University

Long Term Care University – Question of the Month – 09/15/17 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Combination policy (or Hybrid). Can you please review the Pacific PremierCare Advantage Combination […]

Retirement Savings – Now or Later

Money Matters – Skloff Financial Group Question of the Month – September 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: I want to save for retirement. Should I save a smaller amount today or wait until I’m older and save a larger amount? The Problem – Retirement Savings – Now or Later Many of […]

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

Nationwide YourLife CareMatters Combination Life and Long Term Care Insurance Review – Long Term Care University

Long Term Care University – Question of the Month – 08/15/17 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Combination policy (or Hybrid). Can you please review the Nationwide YourLife CareMatters Combination Life […]

$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 […]