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

Long Term Care Insurance 101 – Independent Press

The Independent Press Money Matters – April 30, 2014 By Aaron Skloff, AIF, CFA, MBA Q: Having diligently saved for the last 30 years, we have built a healthy retirement nest egg. In the event one or both of us need long term care, how can we protect ourselves? The Problem – Cost of Long […]

Best Age to Buy Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 04/15/14 Research By Aaron Skloff, AIF, CFA, MBA Q: What is the best age to buy Long Term Care Insurance? The Problem – Determining the Best Age to Buy Long Term Care Insurance Waiting to purchase technology gadgets can often be advantageous. For example, the […]

Taxes: How Does the Alternative Minimum Tax Work? – Wall Street Journal

Taxes: How Does the Alternative Minimum Tax Work? Millions of Americans get hit with the Alternative Minimum Tax. Who are they? WSJ’s Jason Bellini has #TheShortAnswer. Click Here for Your Long Term Care Insurance Quotes

Taxes: Who Gets A Marriage Bonus and Who a Penalty – Wall Street Journal – 04/09/14

Taxes: Who Gets A Marriage Bonus and Who a Penalty Some couples get a “bonus” on their federal income taxes by virtue of being married. Other couples suffer a “penalty”. The amount can be significant. What are the deciding factors? WSJ’s Jason Bellini has #TheShortAnswer. Click Here for Your Long Term Care Insurance Quotes

Roth IRA Recharacterization – Independent Press

The Independent Press Business – Skloff Financial Group’s Question of the Month – April 2, 2014 By Aaron Skloff, AIF, CFA, MBA Q: After reading your March 5, 2014 article on Roth IRA conversions and evaluating the pros and cons, we are ready to convert our Traditional IRAs. Can we reverse the conversion and its […]

Couples May Have Very Different Retirement Dreams – Wall Street Journal

Couples May Have Very Different Retirement Dreams Couples may have very different visions for their retirement. Here’s how they can get more in sync. Click Here for Your Long Term Care Insurance Quotes

Double Duty From a Last Minute Tax Deduction – Kiplinger’s Personal Finance

Double Duty From a Last Minute Tax Deduction – Kiplinger’s Personal Finance – 03/25/14 Want to pay 0% capital gains? Put money in an IRA. Kiplinger’s Kevin McCormally explains. Click Here for Your Long Term Care Insurance Quotes

California Partnership for Long Term Care Top 6 Most FAQs – Long Term Care University

Long Term Care University – Question of the Month – 03/15/14 By Aaron Skloff, AIF, CFA, MBA Q: What are the Top 6 most Frequently Asked Questions (FAQs) about the California Partnership for Long Term Care? The Problem – Understanding the California Partnership for Long Term Care (CAPLTC) Most long term care (LTC) insurance policies […]