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

Suze Orman Reflects on a Missed Investment – Long Term Care Insurance – Chicago Sun-Times

Chicago Sun-Times August 20, 2012 Suze Orman Reflects on a Missed Investment – Long Term Care Insurance “The last few years have been difficult; I have watched my mother go from being a strong, independent and active woman to being someone who cannot make a move without the help of her aide.” “So, when it […]

How to Avoid New Investment Surtax – Independent Press

The Independent Press How to Avoid New Investment Surtax Money Matters – Skloff Financial Group Question of the Month – August 1, 2012 By Aaron Skloff, AIF, CFA, MBA Q: What is the new investment surtax and how can we avoid some or all of it? The Problem – New Investment Surtax Can Cost You […]

New York State Partnership for Long Term Care – Long Term Care University

Long Term Care University – Question of the Month – 07/15/12 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 New York State Partnership for Long Term Care is unique? The Problem […]

Don’t Let Emotions Drive Your Investing Decisions – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – July 4, 2012 Don’t Let Emotions Drive Your Investing Decisions By Aaron Skloff, AIF, CFA, MBA Q: After watching our investment portfolio decline by over 20% in 2008, we shifted our assets into cash and have been sitting on the sidelines. […]

Health-Care Law’s ‘Gamechanging’ Tax on Investments – Wall Street Journal

WSJ’s Laura Saunders digs deep inside the affordable health-care law affirmed by The Supreme Court this week and reveals a little-known income tax that many call a game-changer. Click Here for Your Long Term Care Insurance Quotes

Taking Your Lumps – or Not – Wall Street Journal

The Wall Street Journal Weekend Investor – Family Value – June 9, 2012 Taking Your Lumps – or Not By Kelly Greene So you have retired, adjusted to getting a monthly pension and think you have your finances in order. Then your former employer asks if you want to trade that check for a big […]

Long Term Health Care Insurance Options – Independent Press

The Independent Press Money Matters – June 6, 2012 By Aaron Skloff, AIF, CFA, MBA Q: Having diligently saved for the last 30 years, we have built a healthy retirement nest egg. In the event one or both of us need long term care, how can we protect ourselves? The Problem – Cost of Long […]

Solo 401(k)s for the Self-Employed – Kiplinger’s Personal Finance

Solo 401(k)s for the Self-Employed – Kiplinger’s Personal Finance – 06/01/12 Solo 401(k)s, otherwise known as Individual 401(k)s, can offer significant advantages to self-employed workers saving for retirement. Kiplinger explains. Have Your 401(k), 403(b), 457(b) Account Professionally Managed