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

Savings After 25 Years

January 1, 2017/in - SLIDES CATEGORIES, 401(k), Financial Planning, Investing, Retirement Planning/by f2819644

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. Click Here for Your Long […]

IRA Contribution and Income Limits for 2016 and 2017

January 1, 2017/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Click to Enlarge IRA Contribution and Income Limits for 2016 and 2017 Please see these links for articles on Traditional IRAs and Roth IRAs, Backdoor Roth IRAs, Jumbo Roth IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s. Income defined as Modified Adjusted Gross Income (MAGI). Click Here for Your Long Term Care Insurance Quotes

Retirement Plan Limits 2016 and 2017

January 1, 2017/in - SLIDES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Click to Enlarge Retirement Plan Limits 2016 and 2017 Please see these links for articles on SEP IRAs, SIMPLE IRAs and 401(k)s. Click Here for Your Long Term Care Insurance Quotes

Year-end Retirement Tax Guide – CNBC – 12/22/16

December 22, 2016/in - VIDEOS CATEGORIES, 401(k), Financial Planning, Investing, IRA, Retirement Planning, Social Security/by f2819644

Year-end Retirement Tax Guide Don’t want a big tax surprise? Run through this year-end checklist to help minimize the amount you’ll pay come tax time in April! Click Here for Your Long Term Care Insurance Quotes

Combination Life and Long Term Care Insurance With and Without Inflation Protection Part 3 – Long Term Care University – 12/15/16

December 15, 2016/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 – 12/15/16 Research 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 , Combination Life and Long Term Care Insurance With and Without Inflation Protection, and Combination Life and […]

Tax Tip 2016: Deduct State Sales Taxes – Kiplinger’s Personal Finance – 12/12/16

December 12, 2016/in - VIDEOS CATEGORIES, Financial Planning, Taxes/by f2819644

Tax Tip 2016: Deduct State Sales Taxes – Kiplinger’s Personal Finance You might come out ahead on your federal tax return if you do. Click Here for Your Long Term Care Insurance Quotes

Year End Tax and Financial Planning for 2016 – 12/01/16

December 1, 2016/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, 2016 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 […]

Combination Life and Long Term Care Insurance With and Without Inflation Protection Part 2 – Long Term Care University – 11/15/16

November 15, 2016/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 – 11/15/16 Research 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 the article that compares Combination Life and Long Term Care Insurance With and Without […]

New Jersey and New York State Estate Tax Changes – 11/01/16

November 1, 2016/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Life Insurance, Retirement Planning, Taxes/by f2819644

Money Matters – Skloff Financial Group Question of the Month – November 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: Can you explain the changes to the New Jersey and New York state estate tax? The Problem – Taxes When You Live and Taxes When You Die It is common knowledge that […]

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