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

Savings After 25 Years

Money Matters – Skloff Financial Group Question of the Month – February 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: Due to a modest salary, I do not have any savings and cannot save a large amount of money. Is it possible for my savings to grow to $1 million? The Problem – $1 Million […]

Long Term Care Insurance Tax Benefits 2017 – Long Term Care University

Long Term Care University – Question of the Month – 01/15/17 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 tax advantages for […]

Median Earnings by Education – College Board – 2015

Click to Enlarge On average, taxes take a larger percentage of the incomes of people with higher earnings, so the after-tax earnings premium is somewhat smaller than the pretax earnings premium. In 2015, median earnings of bachelor’s degree recipients age 25 and older with no advanced degree working full time were $24,600 (67%) higher than those […]

Retirement Plan Contribution Limits for 2017 and 2016

Money Matters – Skloff Financial Group Question of the Month – January 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2017. What are the contribution limits for various retirement accounts in 2017? The Problem – Lack of Retirement Savings Most pre-retirees recognize they […]

Business Retirement Plans 2017

Click to Enlarge Business Retirement Plans 2017 Please see these links for articles on SEP IRAs, SIMPLE IRAs and 401(k)s. Have Your 401(k), 403(b), 457(b) Account Professionally Managed

Myths of Long Term Care – State Life One America

Click Here for Your Long Term Care Insurance Quotes More people will one day need long-term care services at home, in assisted living or in a nursing home — and the cost for care is on the rise. Too often, people don’t actually prepare for their future needs because they are confused by the […]

You May Live Longer Than You Think – Society of Actuaries

Click to Enlarge You May Live Longer Than You Think – Society of Actuaries About one out of every four 65-year-olds today will live past age 90, and one out of 10 will live past age 95. Click Here for Your Long Term Care Insurance Quotes

Income Tax and Capital Gains Rates 2017

Click to Enlarge Income Tax and Capital Gains Rates 2017 Income tax, capital gains, qualified dividends and investment surtax rates for 2017. Have Your 401(k), 403(b), 457(b) Account Professionally Managed

Savings After 25 Years

Click to Enlarge Savings After 25 Years If you were to save $1,250 per month over the course of 25 years and earn an average annual 7% per year (a good balance of risk and return for many savers) on your investments, you would have over $1 million in savings. Have Your 401(k), 403(b), 457(b) […]