Michael Aloi - CFP

05/07/2026

May is National Disability Insurance Awareness Month. I find this is often an overlooked insurance. If you have group coverage at work, make sure you are aware of any limitations. Does the policy have inflation protection? What is the definition of disability - own occupation or any occupation? Does it pay for partial disability? A disability could keep you from work, increase costs, and affect your ability to save for retirement. What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

04/05/2026

Happy Easter to you and your family!

03/28/2026

It's not what you make, but what you keep. You might be paying more in taxes than you need to—and not even realize it. Proper planning and coordination with your accountant can help :)

03/09/2026

February 2026 Newsletter

02/13/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Will you?

02/03/2026

What are Wall Street’s best and brightest looking for in 2026? Here's a look at the street.com survey. If you toss out the highest and lowest, you can see that the other forecasts settle into a pretty tight range for the year. What the table doesn’t show is that there will be highs and lows during the year. And there will be times when you wonder why you invest in stocks at all!

12/17/2025

We are hiring! Send resume to me [email protected]

Summit Financial LLC

12/15/2025

I had the opportunity to speak with Ann Carrns at the NY Times about charitable contributions for this year, and she put together a nice article summarizing what to consider. Read more and my comments here:

Changes in the tax law will have different effects on people who take the standard deduction versus high earners who itemize.

11/21/2025

As we approach the end of 2025, there's still time to maximize your financial planning. Please reach out to me if you have questions or need help with any of the following: 1. Maximize retirement accounts: The 2025 maximum contribution...

10/22/2025

Hey CT parents, the annual CHET 529 college essay and scholarship contest is here, check out the details: