Aaron Skloff, AIF, CFA, MBA, Author at Skloff Financial Group

About Aaron Skloff, AIF, CFA, MBA

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 Aaron Skloff, AIF, CFA, MBA

Beware: Some 1099 Tax Forms Can Trick You – Kiplinger’s Personal Finance

Beware: Some 1099 Tax Forms Can Trick You – Kiplinger’s Personal Finance Not all dollars reported on 1099s should show up on your IRS return as taxable income. Click Here for Your Long Term Care Insurance Quotes

Genworth Long Term Care Stories: Sandy Rockwood

Genworth Long Term Care Stories: Sandy Rockwood Hear Sandy Rockwood’s personal story on her experience with Genworth and long term care insurance. Click Here for Your Long Term Care Insurance Quotes

Good Reasons to Work Past Retirement Age – Kiplinger’s Personal Finance

Good Reasons to Work Past Retirement Age – Kiplinger’s Personal Finance It can pay to stay on the job even after you are eligible to retire. Click Here for Your Long Term Care Insurance Quotes

IRAs and Roth IRAs for 2014 and 2015

Money Matters – Skloff Financial Group Question of the Month – February 2, 2015 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2015, can we still contribute to Individual Retirement Accounts for 2014? A: The Problem — Foregoing Financial Planning and Tax Planning Strategies for 2014 Assuming financial planning and tax planning […]

Are Your Social Security Benefits Taxable? – Kiplinger’s Personal Finance

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

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

Biggest Tax Surprises for Retirees – Kiplinger’s Personal Finance

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

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 recognize they […]

Pros And Cons of Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 12/15/14 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 long term care […]