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

Death and Taxes on Capital Gains – Kiplinger’s Personal Finance

Death and Taxes on Capital Gains – Kiplinger’s Personal Finance – 02/24/14 Did you inherit stock or real estate? Kiplinger’s Kevin McCormally explains the tax implications. Click Here for Your Long Term Care Insurance Quotes

Biggest IRS Tax Audit Red Flags – Kiplinger’s Personal Finance

Biggest IRS Tax Audit Red Flags – Kiplinger’s Personal Finance – 02/20/14 Kiplinger’s Sandra Block offers tip on how to avoid drawing the attention of tax auditors. Click Here for Your Long Term Care Insurance Quotes

California Partnership for Long Term Care – Long Term Care University

Long Term Care University – Question of the Month – 02/15/14 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 California Partnership for Long Term Care is unique? The Problem – Limited […]

IRAs and Roth IRAs 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: Even though it is 2014, can we still contribute to Individual Retirement Accounts for 2013? A: The Problem — Foregoing Financial Planning and Tax Planning Strategies for 2013 Assuming financial planning […]

Connecticut Partnership for Long Term Care – Long Term Care University

Long Term Care University – Question of the Month – 01/15/14 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 Connecticut Partnership for Long Term Care is unique? The Problem – Limited […]

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 […]