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

Wealthiest City in Every State – Moneyish

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Tax Diversification 2017

Money Matters – Skloff Financial Group Question of the Month – June 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: While we are familiar with asset allocation and portfolio diversification, we are not familiar with tax diversification. What is tax diversification and what advantages may it provide? A: The Problem — Understanding Tax Diversification […]

Minnesota Life SecureCare Combination Life and Long Term Care Insurance Review – Long Term Care University

Long Term Care University – Question of the Month – 05/15/17 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 Minnesota Life SecureCare Combination Life […]

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 […]