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

Are Your Social Security Benefits Taxable? – Kiplinger’s Personal Finance – 01/23/15

January 23, 2015/in - VIDEOS CATEGORIES, Financial Planning, Retirement Planning, Social Security, Taxes/by f2819644

Are Your Social Security Benefits Taxable? – Kiplinger’s Personal Finance The answer depends on the amount of provisional income you report to the IRS. Click Here for Your Long Term Care Insurance Quotes

Long Term Care Insurance Tax Benefits – Long Term Care University – 01/15/15

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

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

Biggest Tax Surprises for Retirees – Kiplinger’s Personal Finance – 01/14/15

January 14, 2015/in - VIDEOS CATEGORIES, 401(k), Financial Planning, IRA, Retirement Planning, Social Security, Taxes/by f2819644

Biggest Tax Surprises for Retirees – Kiplinger’s Personal Finance The taxman keeps working ever after you stop. Be prepared. Click Here for Your Long Term Care Insurance Quotes

Retirement Plan Contribution Limits for 2015 and 2014 – 01/08/15

January 8, 2015/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Money Matters – Skloff Financial Group Question of the Month – January 8, 2015 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2015. What are the contribution limits for various retirement accounts in 2015? The Problem – Lack of Retirement Savings Most pre-retirees […]

Growth of $1 Investment: 1926-2014

January 1, 2015/in - SLIDES CATEGORIES, Investing/by f2819644

Click to Enlarge Growth of $1 Investment: 1926-2014 Index Compounded Return US Small Company Stocks 12.2% S&P 500 Index 10.1% US LT Government Bonds 5.7% US 30 Day Treasury Bills 3.5% US Inflation 2.9% Please consider the charges, risks, expenses and investment objectives carefully before investing. For a prospectus or, if available, a summary prospectus containing […]

Missing Top Performing Days Can Hurt Your Return- Blackrock – 01/01/15

January 1, 2015/in - SLIDES CATEGORIES, Investing/by f2819644

MISSING TOP-PERFORMING DAYS CAN HURT YOUR RETURN Hypothetical Investment of $100,000 in the S&P 500 Index Over the Last 20 Years (1995–2014) The graph below shows how a hypothetical $100,000 investment in stocks would have been affected by missing the market’s top-performing days over the 20-year period from January 1, 1995 to December 31, 2014. […]

Pros And Cons of Long Term Care Insurance – Long Term Care University – 12/15/14

December 15, 2014/in - ARTICLES CATEGORIES, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644

Long Term Care University – Question of the Month – 12/15/14 Research By Aaron Skloff, AIF, CFA, MBA Q: What are the pros and cons of Long Term Care Insurance? The Problem – Facts Versus Myths About Long Term Care Many people believe the myth that major medical health insurance will pay for […]

Year End Tax and Financial Planning for 2014 – Independent Press – 12/03/14

December 3, 2014/in - ARTICLES CATEGORIES, 401(k), College Planning, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

The Independent Press Money Matters – Skloff Financial Group Question of the Month – December 3, 2014 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? A: […]

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