Entries by Aaron Skloff, AIF, CFA, MBA

Mutual Funds vs ETFs – Which Is Right for You – Wall Street Journal

Mutual Funds vs ETFs – Which Is Right for You If you’re looking to invest in stocks, two good options are mutual funds or their financial cousins, Exchange-Traded Funds, also known as ETFs. Here’s a look at the pros and cons.  Click Here for Your Long Term Care Insurance Quotes

Contributing to an IRA for 2015 and 2016

Money Matters – Skloff Financial Group Question of the Month – February 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2016, can we still contribute to Individual Retirement Accounts for 2015?  How long do we have to contribute for 2016? A: The Problem — Foregoing Financial Planning and Tax Planning […]

Long Term Care Insurance Tax Benefits 2016 – Long Term Care University

Long Term Care University – Question of the Month – 01/15/16 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 […]

Is the Market Really Like a Casino? – 1926-2015

Click to Enlarge Is the Market Really Like a Casino? 1926-2015 Is the stock market like a Vegas casino? Actually, no. • Notice that the odds of winning any of the most popular games in Vegas never reach 50%; for comparison’s sake, over rolling monthly one-year holding periods the stock market has been up 75.3% of the […]

What Has the Greatest Impact on Investment Results? – 1985-2014

Click to Enlarge What Has the Greatest Impact on Investment Results? 1985-2014 The #1 threat to your investment portfolio is unbridled emotion. More money is lost due to fear and greed (how we respond) than all of the financial, economic and geopolitical events combined. It’s not the events themselves but our response to the events that can cause […]

Retirement Plan Contribution Limits for 2016 and 2015

Money Matters – Skloff Financial Group Question of the Month – January 8, 2016 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2016. What are the contribution limits for various retirement accounts in 2016? The Problem – Lack of Retirement Savings Most pre-retirees recognize they […]

Business Retirement Plans 2016

Click to Enlarge Business Retirement Plans 2016 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  

Income Tax and Capital Gains Rates 2016

Click to Enlarge Income Tax and Capital Gains Rates 2016 Income tax, capital gains, qualified dividends and investment surtax rates for 2016. Have Your 401(k), 403(b), 457(b) Account Professionally Managed  

Long Term Care And Women

Click to Enlarge Long term care is truly a women’s issue. Women make up the majority of our nation’s caregivers and they often bear the burden of long term care’s significant physical, financial and emotional demands. They are also largely impacted as long term care recipients. Click Here for Your Long Term Care Insurance Quotes