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

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 […]

Year End Tax and Financial Planning for 2014 – Independent Press

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: The Problem […]

Types of Life Insurance Policies – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – November 5, 2014 By Aaron Skloff, AIF, CFA, MBA Q: I thought there were only two different types of life insurance policies, term and whole. What types of life insurance are available and how do they differ from one another? A: […]