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

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 […]

Combination Annuity and Long Term Care Insurance with Inflation Protection – Long Term Care University

Long Term Care University – Question of the Month – 06/15/14 By Aaron Skloff, AIF, CFA, MBA Q: We read your first Long Term Care University article on Combination (or Hybrid) Annuity and Long Term Care insurance policies and decided to purchase a Combination policy. Can we purchase inflation protection on Combination (or Hybrid) Annuity […]

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 […]

Three Big Reasons You’re Still Broke – Kiplinger’s Personal Finance

Three Big Reasons You’re Still Broke – Kiplinger’s Personal Finance – 06/03/14 Tough love from Kiplinger’s David Muhlbaum on why you’re struggling to make ends meet. Click Here for Your Long Term Care Insurance Quotes

Combination Annuity and Long Term Care Insurance Versus Traditional Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 05/15/14 Research By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Combination (or Hybrid) Annuity and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Paying for Long Term Care Insurance, but […]

Combination Annuity Long Term Care Insurance with Inflation Protection

Click to Enlarge Combination Annuity Long Term Care Insurance with Inflation Protection By Aaron Skloff, AIF, CFA, MBA With a $100,000 one time premium, you gain: $63,894 refund of policy if you cancel, $63,894 death benefit or $745,059 tax free long term care benefit. Click Here for Your Long Term Care Insurance Quotes

Combination Annuity Long Term Care Insurance

Click to Enlarge Combination Annuity Long Term Care Insurance By Aaron Skloff, AIF, CFA, MBA With a $100,000 one time premium, you gain: $91,288 refund of policy if you cancel, $100,316 death benefit or $465,978 tax free long term care benefit. Click Here for Your Long Term Care Insurance Quotes