Author Archive for: f2819644
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
Combination Annuity and Long Term Care Insurance with Inflation Protection – Long Term Care University – 06/15/14
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644Long Term Care University – Question of the Month – 06/15/14 Research By Aaron Skloff, AIF, CFA, MBA Q: We read your first Long Term Care University article on Combination (or Hybrid) Annuity and Long Term Care insurance policies and decided to purchase a Combination policy. Can we purchase inflation protection on Combination […]
Paying for Higher Education – Independent Press – 06/04/14
/in - ARTICLES CATEGORIES, College Planning, Estate Planning, Financial Planning, Taxes/by f2819644The Independent Press Money Matters – Question of the Month – June 4, 2014 Paying for Higher Education By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the increasing cost of higher education for our children. What benefits might we and our children gain by contributing to a 529 savings plan? […]
Combination Annuity and Long Term Care Insurance Versus Traditional Long Term Care Insurance – Long Term Care University – 05/15/14
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644Long Term Care University – Question of the Month – 05/15/14 Research By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Combination (or Hybrid) Annuity and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Paying for Long Term Care […]
Combination Annuity Long Term Care Insurance with Inflation Protection
/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance/by f2819644Combination Annuity Long Term Care Insurance with Inflation Protection By Aaron Skloff, AIF, CFA, MBA With a $100,000 one time premium, you gain: $63,894 refund of policy if you cancel, $63,894 death benefit or $745,059 tax free long term care benefit. Click Here for Your Long Term Care Insurance Quotes
Some Overlooked Retirement Perks for the Over-50 Set – Wall Street Journal – 05/05/14
/in - VIDEOS CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Some Overlooked Retirement Perks for the Over-50 Set Most people over 50 years of age know about the “senior” discounts they can get on travel, restaurants and the like. But many don’t know that there are also investment perks for the over-50 set. WSJ’s Lindsay Gellman joins MoneyBeat with more details. Click Here for Your […]
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7682 Santa Margherita Way
Naples, FL 34109
908-464-3060
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