Author Archive for: f2819644
About f2819644
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 f2819644
Contributing to an IRA for 2016 and 2017 – 03/01/17
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Money Matters – Skloff Financial Group Question of the Month – March 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2017, can we still contribute to Individual Retirement Accounts for 2016? How long do we have to contribute for 2016? A: The Problem — Foregoing Financial Planning and […]
Dave Ramsey Says: Use a Broker to Shop Around for Long-Term Care Insurance – KTAR News – 02/22/17
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644Dear Dave, My mom is 73-years-old, and she’s dealing with depression and a few other mental health issues. Is it too late for her to get long-term care insurance? -Julie It wouldn’t be a big problem if she were healthy. But given her age, and the other struggles you mentioned, I’d check with a good […]
Median Earnings by Education – College Board – 2015
/in - SLIDES CATEGORIES, College Planning, Estate Planning/by f2819644Click 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 – 01/01/17
/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Money 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 […]
Skloff Financial Group
7682 Santa Margherita Way
Naples, FL 34109
908-464-3060
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