Entries by Aaron Skloff, AIF, CFA, MBA

Beyond Long-Term Care – Wall Street Journal

The Wall Street Journal Weekend Investor – Family Value – February 16, 2013 Expecting the Unexpected When It Comes to Retirement Planning By Kelly Greene As long-term-care-insurance costs climb, families are turning to continuing-care retirement communities as an alternative. Long-term-care insurance generally pays for home care, assisted living or skilled nursing when a policyholder suffers […]

More Firms Roll Out Roths – Wall Street Journal

The Wall Street Journal Weekend Investor – March 9, 2013 More Firms Roll Out Roths By Kelly Greene Many employers are planning to add a Roth 401(k) option to their offerings of corporate benefits in the next 12 months, a new survey suggests, making it easier for workers to save money that can be withdrawn […]

The American Taxpayer Relief Act of 2012 – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month: What are the effects of the American Taxpayer Relief Act of 2012? – February 6, 2013 By Aaron Skloff, AIF, CFA, MBA Q: Will we pay more or less taxes in 2013 due to The American Taxpayer Relief Act of 2012? A: The […]

Retirement Plan Contribution Limits 2013 – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – January 2, 2013 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2013. What are the contribution limits for various retirement accounts in 2013? The Problem – Lack of Retirement Savings Most […]

Retirement Rules for Women – Kiplinger’s Personal Finance

Retirement Rules for Women – Kiplinger’s Personal Finance – 01/01/13 Kiplinger’s Susan Garland talks about how women can best prepare for retirement. Step 1: Open IRAs & 401Ks Step 2: Keep Working Step 3: Consider LTC Coverage Step 4: Know Your Finances Click Here for Your Long Term Care Insurance Quotes

Year End Tax and Financial Planning for 2012 – Independent Press

The Independent Press Money Matters – Skloff Question of the Month: Ways to Reduce Taxes – December 5, 2012 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measure we can take to reduce our taxes and improve our financial position? […]