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Aaron Skloff, AIF, CFA, MBA

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

Top 6 Most Frequently Asked Questions (FAQs) about the Indiana Partnership for Long Term Care 2014

Long Term Care University – Question of the Month – 11/15/14 By Aaron Skloff, AIF, CFA, MBA Q: What are the Top 6 most Frequently Asked Questions (FAQs) about the Indiana Long Term Care Insurance Program? The Problem – Understanding the Indiana Long Term Care Insurance Program (ILTCIP) Most long term care (LTC) insurance policies […]

Types of Life Insurance Policies – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – November 5, 2014 By Aaron Skloff, AIF, CFA, MBA Q: I thought there were only two different types of life insurance policies, term and whole. What types of life insurance are available and how do they differ from one another? A: […]

Long Term Care Insurance Myths and Facts

Click to Enlarge Long Term Care Insurance Myths and Facts At least 70% of people over 65 will need long term care services at some point.   Click Here for Your Long Term Care Insurance Quotes

Kiplinger’s Personal Finance Long Term Care Insurance

Kiplinger’s Personal Finance Long Term Care Insurance One recent study found that the cost of a semi-private room in a nursing home ranges from around $4,200 a month in Dallas to $12,500 a month in New York City. It estimated that 70% of Americans who live to age 65 will need long term care are […]

Kiplinger’s Personal Finance Disability Insurance

Kiplinger’s Personal Finance Disability Insurance If you make $75,000 a year, over 40 years that’s $3 million. There’s just over a 1 in 4 chance that someone in today’s workforce may become disabled before reaching age 67. You may have some disability insurance at work. But, benefits under a an employer’s plan usually max out […]

Indiana Long Term Care Partnership Program – Long Term Care University

Long Term Care University – Question of the Month – 10/15/14 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 Indiana Long Term Care Partnership Program is unique? The Problem – Limited Benefits […]

Before the Advice, Check Out the Adviser – New York Times

The New York Times Mutual Funds & E.T.F.s – October 12, 2014 Before the Advice, Check Out the Adviser By Tara Siegel Bernard When Elaine and Merlin Toffel, a retired couple in their 70s, needed help with their investments, they went to their local U.S. Bank branch. The tellers knew them by their first names. […]

Turning 50? Catch Up on Retirement Contributions – Kiplinger’s Personal Finance

Turning 50? Catch Up on Retirement Contributions – Kiplinger’s Personal Finance You can sock away extra cash in your IRA, 401(k) and other accounts once you reach this milestone.  Click Here for Your Long Term Care Insurance Quotes

Choosing the Right Financial Advisor at the Right Firm – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – October 1, 2014 By Aaron Skloff, AIF, CFA, MBA Q: We are considering changing investment firms. What are the major criteria when evaluating investment firms, their services and their Financial Advisors? The Problem – Choosing the Right Financial Advisor at the […]

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