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

Growth of $1 Investment: 1926-2013

January 1, 2014/in - SLIDES CATEGORIES, Investing/by f2819644

Click to Enlarge Growth of $1 Investment: 1926-2013 Index Compounded Return Small Company Stocks 11.7% S&P 500 Index 10.1% Intermediate Bonds 5.3% One-Month US Treasury Bills 3.5% US Consumer Price Index 3.0% Click Here for Your Long Term Care Insurance Quotes

Real Costs of Long Term Care – Long Term Care University – 12/15/13

December 15, 2013/in - ARTICLES CATEGORIES, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644

Long Term Care University – Question of the Month – 12/15/13 Research By Aaron Skloff, AIF, CFA, MBA Q: While the median cost of a nursing facility is approximately $84,000 per year and has increased approximately 5% per year over the last five years, what are the real costs of long term care? […]

Median Earnings by Education – College Board – 2011

December 8, 2013/in - SLIDES CATEGORIES, College Planning, Estate Planning/by f2819644

Click to Enlarge Individuals with some college but no degree earned 14% more than high school graduates working full time year-round. Median earnings for individuals with associate degrees working full time were 27% higher than median earnings for those with only a high school diploma. Individuals with master’s degrees earned twice as much before taxes […]

Year End Tax and Financial Planning for 2013 – Independent Press – 12/04/13

December 4, 2013/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 4, 2013 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: […]

Tax Tip 2013: The Wash Sale Rule – Kiplinger’s Personal Finance – 12/01/13

December 1, 2013/in - VIDEOS CATEGORIES, Financial Planning, Taxes/by f2819644

Tax Tip 2013: The Wash Sale Rule – Kiplinger’s Personal Finance – 12/01/13 Kiplinger’s tax experts explain how to offset capital gains without violating the IRS wash sale rule. Click Here for Your Long Term Care Insurance Quotes

New Strategies for Long-Term Care – Wall Street Journal – 11/23/13

November 23, 2013/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644

The Wall Street Journal Weekend Investor – Family Value – November 23, 2013 New Strategies for Long-Term Care Premiums on Policies Keep Climbing. Here’s What to Do About It. By Kelly Greene As long-term-care insurance becomes more expensive and harder to get, what are families who want it left to do? What choices […]

Retire with a $1 Milllion 401(k)? – CNBC – 11/22/13

November 22, 2013/in - VIDEOS CATEGORIES, 401(k), Financial Planning, Retirement Planning/by f2819644

Retire with a $1 Million 401(k)? CNBC’s Sharon Epperson explains how some people who made less than a six-figure salary were able to retire with a seven figure retirement fund. Click Here for Your Long Term Care Insurance Quotes

Combination Life Long Term Care Insurance

November 18, 2013/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644

By Aaron Skloff, AIF, CFA, MBA With a $100,000 one time premium, you gain: $100,000 refund of policy if you cancel, $185,846 tax free death benefit or $557,583 tax free long term care benefit. You also gain a $18,584 residual death benefit. Click Here for Your Long Term Care Insurance Quotes

MassHealth Medicaid Exemption – Long Term Care University – 11/15/13

November 15, 2013/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644

Long Term Care University – Question of the Month – 11/15/13 Research By Aaron Skloff, AIF, CFA, MBA Q: Can I protect my home away from the Massachusetts MassHealth (Medicaid) Program if I purchase a Long Term Care Insurance policy? If so, are there any requirements? The Problem – Limited Benefits and Limited […]

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