Entries by Aaron Skloff, AIF, CFA, MBA

Suze Orman on Misjudging Mother’s Long Term Care Needs

Click Here for Your Long Term Care Insurance Quotes   CNN’s Suzanne Malveaux talks with Suze Orman on the cost of retirement, long-term care insurance, and the economy. Suze Orman on Her Mom’s Care: Didn’t Have Long-Term Care Insurance She Required $25,000 a Month in Care Lived 31 Years after Her Husband’s Passing Long Term […]

Tips on How to Finance a College Education – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – September 5, 2012 Tips on How to Finance a College Education By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the increasing cost of higher education for our children. What benefits might we and our children gain by contributing […]

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. […]

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 […]