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

37 States That Won’t Tax Your Social Security Benefits – Kiplinger’s Personal Finance

37 States That Won’t Tax Your Social Security Benefits Only 13 states will levy taxes on your monthly Social Security checks. Click Here for Your Long Term Care Insurance Quotes

Year End Tax and Financial Planning for 2017

Money Matters – Skloff Financial Group Question of the Month – December 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measures we can take to reduce our taxes and improve our financial position? The Problem – Year-End Financial Oversights […]

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

Long Term Care University – Question of the Month – 11/15/17 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). We also read the State Life Asset-Care I and State Life Asset-Care […]

Bitcoin: The World’s Most Dramatic Bubble Ever? – Wall Street Journal

Bitcoin: The World’s Most Dramatic Bubble Ever? Investment manias throughout the centuries have ranged from tulips to tech stocks to housing; is bitcoin different? Click Here for Your Long Term Care Insurance Quotes

Cost of a College Education 2017-2018

Money Matters – Skloff Financial Group Question of the Month – November 1, 2017 Cost of a College Education 2017-2018 By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about college tuition costs, but know there are additional costs. What are the costs of a college education? The Problem – Underestimating the Costs of […]

Cost of College Education 2017-2018 – College Board

Click to Enlarge Average Estimated Full-Time Undergraduate Budgets (Enrollment-Weighted) by Sector 2017-18 Public Two-Year In-District Commuter $17,580 Public Four-Year In-State On-Campus $25,290 Public Four-Year Out-of-State On-Campus $40,940 Private Nonprofit Four-Year On-Campus $50,900 The total price of a college education depends on how long a student is enrolled before completing a degree. Many students spend […]

Tap Your 401(k) Early – CNBC

Tap Your 401(k) Early Retirees can tap into their retirement savings early and avoid the usual penalties. Click Here for Your Long Term Care Insurance Quotes

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 […]