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

Employee Stock Options – Use Them or Lose Them

Money Matters – Skloff Financial Group Question of the Month – August 4, 2015 Employee Stock Options – Use Them or Lose Them By Aaron Skloff, AIF, CFA, MBA Q: My employer has awarded me numerous stock options over the years. When can I exercise these employee stock options and what are the tax ramifications? […]

Traditional Versus Combination Life and Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 07/15/15 By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Combination (Hybrid) Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens to all […]

New Estate-Tax Breaks for Married Couples – Wall Street Journal

New Estate-Tax Breaks for Married Couples The Internal Revenue Service recently released final rules detailing a generous estate- and gift-tax break for married couples who don’t set up expensive trusts before death. Laura Saunders joins Tanya Rivero. Click Here for Your Long Term Care Insurance Quotes

Business Retirement Plans 2015

Click to Enlarge Business Retirement Plans 2015 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

401(k) – The Powerful Small, Middle and Large Sized Business Retirement Plan

Money Matters – Skloff Financial Group Question of the Month – July 1, 2015 401(k) – The Powerful Small and Middle Sized Business Retirement Plan By Aaron Skloff, AIF, CFA, MBA We own a middle sized business and want to retain our employees by offering a valuable retirement benefit. We read your article on SEP IRAs and […]

Combination Life and Long Term Care Insurance with Lifetime Benefits and Annual Premiums – Long Term Care University

Long Term Care University – Question of the Month – 06/15/15 By Aaron Skloff, AIF, CFA, MBA Q: We read the 1st, 2nd , 3rd, 4th , 5th, 6th 7th, 8th, 9th and 10th Long Term Care University articles on Combination Life and Long Term Care (LTC) insurance policies and decided to purchase a Combination policy. Instead of a limited number of […]

The Florida Long Term Care Partnership Program – Long Term Care University

Long Term Care University – Question of the Month – 06/01/15 By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and if the Florida Long Term Care Partnership Program is unique? The Problem – Limited […]

SIMPLE IRA – The Powerful Small and Middle Sized Business Retirement Plan

Money Matters – Skloff Financial Group Question of the Month – June 1, 2015 SIMPLE IRA – The Powerful Small and Middle Sized Business Retirement Plan By Aaron Skloff, AIF, CFA, MBA Q: We own a middle sized business and want to retain our employees by offering a valuable retirement benefit. We read your article […]

Combination Life and Long Term Care Insurance with Lifetime Benefits and Inflation Protection – Long Term Care University

Long Term Care University – Question of the Month – 05/15/15 By Aaron Skloff, AIF, CFA, MBA Q: We read the 1st, 2nd , 3rd, 4th , 5th, 6th 7th, 8th and 9th Long Term Care University articles on Combination Life and Long Term Care (LTC) insurance policies and decided to purchase a Combination policy. Instead of a limited number of years of coverage, are […]