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 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 […]

Pacific PremierCare Advantage Combination Life and Long Term Care Insurance

Pacific PremierCare Adavantage Universal Life Insurance with Long-Term Care Benefits Rising Costs of Long-Term Care Costs of long term care has risen over 120% or 4.05% in the last 20 years 7 out of 10 Americans age 65+ will need some type of long-term care. Pacific PremierCare Long-Term Care Benefits If you need long-term care… […]

3 Things to Know About 401(k)s – Kiplinger’s Personal Finance

3 Things to Know About 401(k)s – Kiplinger’s Personal Finance – 11/01/13 Kiplinger’s David Muhlbaum explains the benefits of this employer-sponsored retirement account. Click Here for Your Long Term Care Insurance Quotes

Retirement Planning for Couples 2013 – Independent Press

The Independent Press Senior Focus – Skloff Financial Group Question of the Month – October 30, 2013 By Aaron Skloff, AIF, CFA, MBA Q: What are the key considerations we should understand about our finances and retirement? A: The Problem – Couples Not on the Same Page about Their Finances The 2013 Fidelity Investments Couples […]

Combination Life and Long Term Care Insurance Lifetime Payments – Long Term Care University

Long Term Care University – Question of the Month – 10/15/13 By Aaron Skloff, AIF, CFA, MBA Q: We read the 1st, 2nd, 3rd, 4th , 5th and 6th and 7th Long Term Care University articles on Combination Life and Long Term Care (LTC) insurance policies and decided to purchase a Combination policy. Like a Traditional […]

Annuities Versus Mutual Funds in 403(b) 2013 – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – October 2, 2013 By Aaron Skloff, AIF, CFA, MBA Q: After contributing to our 403(b) retirement plans with the same investment provider for 10 years, my wife and I discovered our employers offer multiple investment providers. Can we switch to a […]