Entries by Aaron Skloff, AIF, CFA, MBA

Top 10 Tips to Reduce Income Taxes and Capital Gains Taxes 2017

Money Matters – Skloff Financial Group Question of the Month – May 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: We read your article ‘Income Tax and Capital Gains Rates for 2017’.  What are your top 10 recommendations to reduce income taxes and capital gains taxes in 2017? The Problem – Taming the Tax […]

Combination Life and Long Term Care Insurance Policy Types – Long Term Care University

Long Term Care University – Question of the Month – 04/15/17 By Aaron Skloff, AIF, CFA, MBA Q: We read the article ‘Traditional Versus Combination Life and Long Term Care Insurance’ and decided we want to purchase a Combination policy.  When comparing two Combination policies we realized one of the policies explicitly references to “long […]

Income Tax and Capital Gains Rates 2017

Money Matters – Skloff Financial Group Question of the Month – April 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: Our taxes are confusing.  What are the income tax rates, capital gains rates and how do they differ in 2017? The Problem – Maze of Tax Rates on Income and Capital Gains Not all […]

Signs It’s Time to Convert Your IRA – CNBC

Signs It’s Time to Convert Your IRA Need some tax-free income in retirement? Here’s what to look for in your individual retirement account. Click Here for Your Long Term Care Insurance Quotes

Tips to Secure Your Family’s Financial Future – Wall Street Journal

Tips to Secure Your Family’s Financial Future How confident are you about your family’s financial future? Ameriprise vice president of Financial Advice Strategy Marcy Keckler joins Lunch Break’s Tanya Rivero to give tips on how to talk to your family about money.  Click Here for Your Long Term Care Insurance Quotes