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

Tax Rules for Same-Sex Married Couples – Kiplinger’s Personal Finance

Tax Rules for Same-Sex Married Couples – Kiplinger’s Personal Finance – 01/13/14 Kiplinger’s Kevin McCormally explains how recent tax changes affect federal and state returns. Click Here for Your Long Term Care Insurance Quotes

Retirement Plan Contribution Limits for 2013 and 2014 – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – February 5, 2014 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2014. What are the contribution limits for various retirement accounts in 2014? A: The Problem — Lack of Retirement Savings […]

Real Costs of Long Term Care – Long Term Care University

Long Term Care University – Question of the Month – 12/15/13 By Aaron Skloff, AIF, CFA, MBA Q: While the median cost of a nursing facility is approximately $84,000 per year and has increased approximately 5% per year over the last five years, what are the real costs of long term care? The Problem – […]

Median Earnings by Education – College Board – 2011

Click 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

The 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: The Problem […]

Tax Tip 2013: The Wash Sale Rule – Kiplinger’s Personal Finance

Tax Tip 2013: The Wash Sale Rule – Kiplinger’s Personal Finance – 12/01/13 Kiplinger’s tax experts explain how to offset capital gains without violating the IRS wash sale rule. Click Here for Your Long Term Care Insurance Quotes

New Strategies for Long-Term Care – Wall Street Journal

The 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 do families […]

Combination Life Long Term Care Insurance

Click to Enlarge By Aaron Skloff, AIF, CFA, MBA With a $100,000 one time premium, you gain: $100,000 refund of policy if you cancel, $185,846 tax free death benefit or $557,583 tax free long term care benefit. You also gain a $18,584 residual death benefit. Click Here for Your Long Term Care Insurance Quotes

MassHealth Medicaid Exemption – Long Term Care University

Long Term Care University – Question of the Month – 11/15/13 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 Medicaid Most long […]