f2819644, Author at Skloff Financial Group

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

Three Ways to Retire by Age 55 – Wall Street Journal – 03/02/16

March 2, 2016/in - VIDEOS CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644

Three Ways to Retire by Age 55 You don’t need tens of millions of dollars to retire by 55, but you do need a plan and ideally, decades of smart saving and investing under your belt. WSJ’s Lee Hawkins outlines three ways people are able to do it. Click Here for Your Long Term Care […]

Top Four 401(k) Tips and Advice – 03/01/16

March 1, 2016/in - ARTICLES CATEGORIES, 401(k), Financial Planning, Investing, Retirement Planning, Taxes/by f2819644

Money Matters – Skloff Financial Group Question of the Month – March 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: What are some tips on getting the most out of our 401(k) plans? A: The Problem – Looking a Gift Horse in the Mouth Many employers offer the ‘gift’ of a 401(k) […]

Long Term Care Insurance Tax Free with Health Savings Account (HSA) – Long Term Care University – 02/15/16

February 15, 2016/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning, Taxes/by f2819644

Long Term Care University – Question of the Month – 02/15/16 Research 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 […]

Mutual Funds vs ETFs – Which Is Right for You – Wall Street Journal – 02/05/16

February 5, 2016/in - VIDEOS CATEGORIES, Financial Planning, Investing, Taxes/by f2819644

Mutual Funds vs ETFs – Which Is Right for You If you’re looking to invest in stocks, two good options are mutual funds or their financial cousins, Exchange-Traded Funds, also known as ETFs. Here’s a look at the pros and cons. Click Here for Your Long Term Care Insurance Quotes

Contributing to an IRA for 2015 and 2016 – 02/01/16

February 1, 2016/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Money Matters – Skloff Financial Group Question of the Month – February 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2016, can we still contribute to Individual Retirement Accounts for 2015? How long do we have to contribute for 2016? A: The Problem — Foregoing Financial Planning and […]

Long Term Care Insurance Tax Benefits 2016 – Long Term Care University – 01/15/16

January 15, 2016/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning, Taxes/by f2819644

Long Term Care University – Question of the Month – 01/15/16 Research 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 still […]

Is the Market Really Like a Casino? – 1926-2015

January 14, 2016/in - SLIDES CATEGORIES, Investing/by f2819644

Click to Enlarge Is the Market Really Like a Casino? 1926-2015 Is the stock market like a Vegas casino? Actually, no. • Notice that the odds of winning any of the most popular games in Vegas never reach 50%; for comparison’s sake, over rolling monthly one-year holding periods the stock market has been up 75.3% of the […]

What Has the Greatest Impact on Investment Results? – 1985-2014

January 14, 2016/in - SLIDES CATEGORIES, Investing/by f2819644

Click to Enlarge What Has the Greatest Impact on Investment Results? 1985-2014 The #1 threat to your investment portfolio is unbridled emotion. More money is lost due to fear and greed (how we respond) than all of the financial, economic and geopolitical events combined. It’s not the events themselves but our response to the events that can cause […]

Volatility Does Not Equal a Financial Loss Unless You Sell – 1981-2015

January 14, 2016/in - SLIDES CATEGORIES, Investing/by f2819644

Click to Enlarge Volatility Does Not Equal a Financial Loss Unless You Sell – 1981-2015 Market corrections happen fairly often and even in the good years, including fairly significant intra-year declines in recent strong-return years like 2010 and 2012. • From 1981 to 2015, the S&P 500 Index has experienced at least a 5% intra-year decline (i.e., loss) […]

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