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

401(k) In-Plan Roth Conversion – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – July 3, 2013 By Aaron Skloff, AIF, CFA, MBA Q: Due to the new tax laws my 401(k) provider offered me the option of an In-Plan Roth Conversion. What is this and should I take advantage of it? A: The Problem […]

Combination Life and Long Term Care Insurance Payment Options – Long Term Care University

Long Term Care University – Question of the Month – 06/15/13 By Aaron Skloff, AIF, CFA, MBA Q: We read the 11/15/12, 12/15/12 and 01/15/13 Long Term Care University articles that compare Combination Life and Long Term Care insurance policies and decided to purchase a Combination policy. What payment options are available on Combination (Hybrid […]

Traditional Versus Combination Life and Long Term Care Insurance – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – June 5, 2013 By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Combination Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? A: The Problem – Comparing Apples […]

Life Insurance Types – The Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – May 1, 2013 By Aaron Skloff, AIF, CFA, MBA Q: I thought there were only two different types of life insurance policies, term and whole. What types of life insurance are available and how do they differ from one another? A: […]

Long Term Care Insurance Tax Advantages – Long Term Care University

Long Term Care University – Question of the Month – 04/15/13 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 tax advantages for […]

Two Monkeys Were Paid Unequally: Excerpt from Frans de Waal’s TED Talk

Two Monkeys Were Paid Unequally What happens when you pay two monkeys unequally? Watch what happens. An excerpt from the TED Talk: “Frans de Waal: Moral behavior in animals.” Click Here for Your Long Term Care Insurance Quotes

Top Four 401(k) Tips and Advice – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – April 3, 2013 By Aaron Skloff, AIF, CFA, MBA Q: What are some tips on getting the most out of our 401(k) plans? A: The Problem – Looking a Gift Horse in the Mouth Many employers offer the ‘gift’ of a […]

Stricter Underwriting for Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 03/15/13 By Aaron Skloff, AIF, CFA, MBA Q: We read the February 15, 2013 Long Term Care University article on gender based pricing. Are there any other significant changes expected to occur imminently in the Long Term Care Insurance industry? The Problem – Stricter Underwriting […]

IRAs and Roth IRAs for 2012 and 2013 – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – March 7, 2013 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2013, can we still contribute to Individual Retirement Accounts for 2012? A: The Problem — Foregoing Financial Planning and Tax Planning Strategies for 2012 Assuming financial planning […]