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

What is a Continuing Care Retirement Community? – My LifeSite

What is a continuing care retirement community? President and Founder of My LifeSite- Brad Breeding, answers this question in this short video. Learn more about CCRCs by visiting www.mylifesite.net. Click Here for Your Long Term Care Insurance Quotes

AARP Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 09/15/16 By Aaron Skloff, AIF, CFA, MBA Q: We are looking into a Long Term Care Insurance policy offered by AARP. Do they offer a competitively priced policy? Is it worth shopping around? The Problem – Relying on an Exclusive Provider AARP is a nonprofit, […]

Beneficiaries on Retirement Accounts and Life Insurance Policies

Money Matters – Skloff Financial Group Question of the Month – September 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: My husband of 20 years passed away earlier this year. Even though we updated our wills a year before his passing, his ex-wife now claims she owns all the assets in his IRAs and 401(k)s, […]

Long Term Care Insurance Inflation Protection: None, Some, Full – Long Term Care University

Long Term Care University – Question of the Month – 08/15/16 By Aaron Skloff, AIF, CFA, MBA Q: We are considering purchasing Long Term Care Insurance policies without inflation, with inflation protection built into the price and with inflation protection that increases the price of the policy each year. What are the advantages and disadvantages […]

IRAs: Avoid Double Taxation on Withdrawals

Money Matters – Skloff Financial Group Question of the Month – August 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: I have a number of Roth IRAs and Traditional IRAs. Are all my withdrawals subject to income taxes? The Problem – Double Taxation on IRA Withdrawals With a number of different Individual Retirement Accounts (IRAs), […]

3 Things No One Tells You About Retirement – Kiplinger’s Personal Finance

3 Things No One Tells You About Retirement – Kiplinger’s Personal Finance The classic retirement fantasy is simple: Work until 65, get your gold watch and live happily ever after on your pension. Reality is a bit different. Click Here for Your Long Term Care Insurance Quotes

Combination Life and Long Term Care Insurance With and Without Inflation Protection – Long Term Care University

Long Term Care University – Question of the Month – 07/15/16 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 Insurance and prefer the Combination policy (or Hybrid). What are the pros and cons of purchasing a Combination policy […]

5 Or So Years From Retiring? Here’s A To-Do List – MarketWatch

5 Or So Years From Retiring? Here’s A To-Do List What to do if you’re 5 years or so away from retirement: First, write down your plan. Think about where your income is coming from. Consider your asset allocation and get rid of debt. Follow these easy steps. Click Here for Your Long Term Care […]

Do You Have An Estate Plan? You Need One – MarketWatch

Do You Have An Estate Plan? You Need One Nobody likes to think about illness or death, but planning is essential to protect your family and make sure your wishes are followed with regard to your assets and estate. Here are some easy, quick steps to get started. Click Here for Your Long Term Care […]