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

Biggest IRS Tax Audit Red Flags – Kiplinger’s Personal Finance – 02/20/14

February 20, 2014/in - VIDEOS CATEGORIES, Financial Planning, Taxes/by f2819644

Biggest IRS Tax Audit Red Flags – Kiplinger’s Personal Finance – 02/20/14 Kiplinger’s Sandra Block offers tip on how to avoid drawing the attention of tax auditors. Click Here for Your Long Term Care Insurance Quotes

California Partnership for Long Term Care – Long Term Care University – 02/15/14

February 15, 2014/in - ARTICLES CATEGORIES, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644

Long Term Care University – Question of the Month – 02/15/14 Research 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 California Partnership for Long Term Care is unique? The […]

IRAs and Roth IRAs for 2013 and 2014 – Independent Press – 02/05/14

February 5, 2014/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

The Independent Press Money Matters – Skloff Financial Group Question of the Month – February 5, 2014 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2014, can we still contribute to Individual Retirement Accounts for 2013? A: The Problem — Foregoing Financial Planning and Tax Planning Strategies for 2013 Assuming […]

Connecticut Partnership for Long Term Care – Long Term Care University – 01/15/14

January 15, 2014/in - ARTICLES CATEGORIES, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644

Long Term Care University – Question of the Month – 01/15/14 Research 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 Connecticut Partnership for Long Term Care is unique? The […]

Tax Rules for Same-Sex Married Couples – Kiplinger’s Personal Finance – 01/13/14

January 13, 2014/in - VIDEOS CATEGORIES, Financial Planning, Taxes/by f2819644

Tax Rules for Same-Sex Married Couples – Kiplinger’s Personal Finance – 01/13/14 Kiplinger’s Kevin McCormally explains how recent tax changes affect federal and state returns. Click Here for Your Long Term Care Insurance Quotes

Retirement Plan Contribution Limits for 2013 and 2014 – Independent Press – 01/08/14

January 8, 2014/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

The Independent Press Money Matters – Skloff Financial Group Question of the Month – February 5, 2014 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2014. What are the contribution limits for various retirement accounts in 2014? A: The Problem — Lack of […]

Cost of Long Term Care by State 2013

January 1, 2014/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Retirement Planning/by f2819644

By Aaron Skloff, AIF, CFA, MBA Genworth 2013 Cost of Care Survey Home Adult Day Assisted Nursing Home Nursing Home Health Aide Care Living Facility Semi-Private Room Private Room State Hourly Rate Daily Rate Monthly Rate Daily Rate Daily Rate Alabama $ 16 $ 25 $ 2,600 $ 180 $ […]

Missing Top Performing Days Can Hurt Your Return- Blackrock – 01/01/14

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

MISSING TOP-PERFORMING DAYS CAN HURT YOUR RETURN Hypothetical Investment of $100,000 in the S&P 500 Index Over the Last 20 Years (1994–2013) The graph below shows how a hypothetical $100,000 investment in stocks would have been affected by missing the market’s top-performing days over the 20-year period from January 1, 1994 to December 31, 2013. […]

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

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