f2819644, Author at Skloff Financial Group

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

Long Term Care Myth Versus Reality

January 1, 2016/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644

Click to Enlarge Myth: I Won’t Need Long Term Care. Reality: 70% of people turning age 65 can expect to use some form of long-term care during their lives. Click Here for Your Long Term Care Insurance Quotes

3 Reasons You Might Get Audited by the IRS – Kiplinger’s Personal Finance – 12/21/15

December 21, 2015/in - VIDEOS CATEGORIES, Financial Planning, Taxes/by f2819644

3 Reasons You Might Get Audited by the IRS Odds of a tax audit are actually quite low, but some things can raise them. Click Here for Your Long Term Care Insurance Quotes

1035 Tax-Free Exchange Long Term Care Insurance – Long Term Care University – 12/15/15

December 15, 2015/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644

Long Term Care University – Question of the Month – 12/15/15 Research By Aaron Skloff, AIF, CFA, MBA Q: Can I use an annuity or life insurance policy to pay for a long term care insurance policy? Are there any tax implications? The Problem – Money Tied Up in an Annuity or Life […]

When to Sign Up for Medicare Coverage – Kiplinger’s Personal Finance – 12/07/15

December 7, 2015/in - VIDEOS CATEGORIES, Financial Planning, Long Term Care Insurance, Retirement Planning, Social Security/by f2819644

When to Sign Up for Medicare Coverage – Kiplinger’s Personal Finance Missing deadlines can result in costly penalties and delays. Click Here for Your Long Term Care Insurance Quotes

A Costly RMD Mistake Retirees Can Make – Kiplinger’s Personal Finance – 12/07/15

December 7, 2015/in - VIDEOS CATEGORIES, 401(k), Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

A Costly RMD Mistake Retirees Can Make – Kiplinger’s Personal Finance Blowing the timing of your first required minimum distribution can cost you a bundle. Click Here for Your Long Term Care Insurance Quotes

Year End Tax and Financial Planning for 2015 – 12/01/15

December 1, 2015/in - ARTICLES CATEGORIES, 401(k), College Planning, Estate Planning, Financial Planning, IRA, Long Term Care Insurance, Retirement Planning, Taxes/by f2819644

Money Matters – Skloff Financial Group Question of the Month – December 1, 2015 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 […]

Long Term Care Insurance Rate Increase – Long Term Care University – 11/15/15

November 15, 2015/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644

Long Term Care University – Question of the Month – 11/15/15 Research By Aaron Skloff, AIF, CFA, MBA Q: We recently received a letter from our Long Term Care Insurance company notifying us that our policy premiums may increase. What options do we have? The Problem – Long Term Care Insurance Premium Rate […]

5 Mistakes Investors Make with ETFs – Fidelity Investments – 11/05/2015

November 5, 2015/in - VIDEOS CATEGORIES, Financial Planning, Investing, Taxes/by f2819644

5 Mistakes Investors Make with ETFs In this video, learn about the five biggest mistakes that investors make when buying ETFs, or exchange-traded funds. Click Here for Your Long Term Care Insurance Quotes

Backdoor Roth IRA 2015 – 11/02/15

November 2, 2015/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Money Matters – Skloff Financial Group Question of the Month – November 2, 2015 By Aaron Skloff, AIF, CFA, MBA Q: It seems the IRS prevents some people from contributing to a Roth IRA. Is this true and is there a workaround? A: The Problem – Taxes, Taxes and More Taxes. The federal […]

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