f2819644, Author at Skloff Financial Group

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

Genworth Long Term Care Stories: Sandy Rockwood

February 6, 2015/in - VIDEOS CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance/by f2819644

Genworth Long Term Care Stories: Sandy Rockwood Hear Sandy Rockwood’s personal story on her experience with Genworth and long term care insurance. Click Here for Your Long Term Care Insurance Quotes

Good Reasons to Work Past Retirement Age – Kiplinger’s Personal Finance – 02/03/15

February 3, 2015/in - VIDEOS CATEGORIES, 401(k), Financial Planning, Retirement Planning, Social Security, Taxes/by f2819644

Good Reasons to Work Past Retirement Age – Kiplinger’s Personal Finance It can pay to stay on the job even after you are eligible to retire. Click Here for Your Long Term Care Insurance Quotes

IRAs and Roth IRAs for 2014 and 2015 – 02/05/15

February 2, 2015/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Money Matters – Skloff Financial Group Question of the Month – February 2, 2015 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2015, can we still contribute to Individual Retirement Accounts for 2014? A: The Problem — Foregoing Financial Planning and Tax Planning Strategies for 2014 Assuming financial planning and […]

Are Your Social Security Benefits Taxable? – Kiplinger’s Personal Finance – 01/23/15

January 23, 2015/in - VIDEOS CATEGORIES, Financial Planning, Retirement Planning, Social Security, Taxes/by f2819644

Are Your Social Security Benefits Taxable? – Kiplinger’s Personal Finance The answer depends on the amount of provisional income you report to the IRS. Click Here for Your Long Term Care Insurance Quotes

Long Term Care Insurance Tax Benefits – Long Term Care University – 01/15/15

January 15, 2015/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning, Taxes/by f2819644

Long Term Care University – Question of the Month – 01/15/15 Research By Aaron Skloff, AIF, CFA, MBA Q: Can long term care insurance be offered as a company benefit to all or a limited number of our employees? If so, are there any tax advantages for employers or employees? Are there still […]

Biggest Tax Surprises for Retirees – Kiplinger’s Personal Finance – 01/14/15

January 14, 2015/in - VIDEOS CATEGORIES, 401(k), Financial Planning, IRA, Retirement Planning, Social Security, Taxes/by f2819644

Biggest Tax Surprises for Retirees – Kiplinger’s Personal Finance The taxman keeps working ever after you stop. Be prepared. Click Here for Your Long Term Care Insurance Quotes

Retirement Plan Contribution Limits for 2015 and 2014 – 01/08/15

January 8, 2015/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Money Matters – Skloff Financial Group Question of the Month – January 8, 2015 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2015. What are the contribution limits for various retirement accounts in 2015? The Problem – Lack of Retirement Savings Most pre-retirees […]

Growth of $1 Investment: 1926-2014

January 1, 2015/in - SLIDES CATEGORIES, Investing/by f2819644

Click to Enlarge Growth of $1 Investment: 1926-2014 Index Compounded Return US Small Company Stocks 12.2% S&P 500 Index 10.1% US LT Government Bonds 5.7% US 30 Day Treasury Bills 3.5% US Inflation 2.9% Please consider the charges, risks, expenses and investment objectives carefully before investing. For a prospectus or, if available, a summary prospectus containing […]

Missing Top Performing Days Can Hurt Your Return- Blackrock – 01/01/15

January 1, 2015/in - SLIDES CATEGORIES, Investing/by f2819644

MISSING TOP-PERFORMING DAYS CAN HURT YOUR RETURN Hypothetical Investment of $100,000 in the S&P 500 Index Over the Last 20 Years (1995–2014) The graph below shows how a hypothetical $100,000 investment in stocks would have been affected by missing the market’s top-performing days over the 20-year period from January 1, 1995 to December 31, 2014. […]

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