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

Expenses You Don’t Plan For, but Should – Wall Street Journal

Expenses You Don’t Plan For, but Should Americans are not saving enough for a handful of expenses that consistently catch them off-guard. MarketWatch’s Catey Hill reports on Lunch Break with Tanya Rivero. Click Here for Your Long Term Care Insurance Quotes

Is Your Spouse Hiding Money from You? – Wall Street Journal

Is Your Spouse Hiding Money from You? If you held back a little money from your spouse, you’re not alone. MarketWatch’s Catey Hill tells Tanya Rivero the surprising numbers regarding spouses and money. Click Here for Your Long Term Care Insurance Quotes

Long Term Care Insurance Elimination Period and Medicare – Long Term Care University

Long Term Care University – Question of the Month – 09/15/14 By Aaron Skloff, AIF, CFA, MBA Q: What is an elimination period? What are the advantages and disadvantages of a short versus long elimination period? The Problem – Determining What Elimination Period to Select on a Long Term Care Insurance Policy Most long term […]

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 […]