Author Archive for: f2819644
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
Median Earnings by Education – College Board – 2011
/in - SLIDES CATEGORIES, College Planning, Estate Planning/by f2819644Click 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
/in - ARTICLES CATEGORIES, 401(k), College Planning, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644The 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: […]
New Strategies for Long-Term Care – Wall Street Journal – 11/23/13
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644The 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 […]
MassHealth Medicaid Exemption – Long Term Care University – 11/15/13
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644Long 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 […]
Pacific PremierCare Advantage Combination Life and Long Term Care Insurance
/in - VIDEOS CATEGORIES, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644Pacific PremierCare Adavantage Universal Life Insurance with Long-Term Care Benefits Rising Costs of Long-Term Care Costs of long term care has risen over 120% or 4.05% in the last 20 years 7 out of 10 Americans age 65+ will need some type of long-term care. Pacific PremierCare Long-Term Care Benefits If you need long-term care… […]
Skloff Financial Group
7682 Santa Margherita Way
Naples, FL 34109
908-464-3060
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