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

Growth of $1 Investment: 1926-2016

January 1, 2017/in - SLIDES CATEGORIES, Investing/by f2819644

Click to Enlarge Past performance is no guarantee of future results. Growth of $1 Investment: 1926-2016 Index Compounded Return US Small Company Stocks 12.1% S&P 500 Index 10.0% US LT Government Bonds 5.5% US 30 Day Treasury Bills 3.4% US Inflation 3.0% U.S. treasury securities are direct debt obligations issued by the U.S. Government. With government […]

Myths of Long Term Care – State Life One America

January 1, 2017/in - VIDEOS CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644

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

January 1, 2017/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning, Social Security/by f2819644

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

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

Click to Enlarge Income Tax and Capital Gains Rates 2017 Income tax, capital gains, qualified dividends and investment surtax rates for 2017. Click Here for Your Long Term Care Insurance Quotes

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 […]

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