Entries by Aaron Skloff, AIF, CFA, MBA

Market Timing – Independent Press

The Independent Press Money Matters – Question of the Month – September 3, 2014 By Aaron Skloff, AIF, CFA, MBA Q: The stock market has increased so much in the last five years that I was thinking about selling all of my stocks and mutual funds. What are they key considerations of such a change? […]

Understand the Impact of the Investment Surtax – Independent Press

The Independent Press Understand the Impact of the Investment Surtax Money Matters – Question of the Month – August 6, 2014 By Aaron Skloff, AIF, CFA, MBA Q: What is the new investment surtax and how can we avoid some or all of it? The Problem – New Investment Surtax Can Cost You 3.8% Effective […]

New York State Partnership for Long Term Care – Long Term Care University

Long Term Care University – Question of the Month – 07/15/14 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 New York State Partnership for Long Term Care is unique? The Problem […]

Debunking the Top Five 529 Myths – Independent Press

The Independent Press Money Matters – Question of the Month – July 2, 2014 Debunking the Top Five 529 Myths By Aaron Skloff, AIF, CFA, MBA Q: We read your June 4, 2014 article on 529s. What are the top five myths of 529 higher education savings plans? A: The Problem — Understanding 529s Like […]

Paying for Higher Education – Independent Press

The 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? The Problem […]