It's that time of year for many professionals - bonus season. In this 3-minute podcast I'll share 6 financial planning ideas on how to divvy up the bonus to help with your short and long-term financial goals.

Michael Aloi is a Certified Financial Planner with 22 years of experience. For more information please send him an email at maloi@sfr1.com.

Disclaimer: Investment advisory and financial planning services are offered through Summit Financial LLC, a SEC Registered Investment Adviser, 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600. This material is for your information and guidance and is not intended as legal or tax advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consulting with their independent tax or legal advisers. Individual investor portfolios must be constructed based on the individual’s financial resources, investment goals, risk tolerance, investment time horizon, tax situation and other relevant factors. Past performance is not a guarantee of future results. The views and opinions expressed in this podcast are solely those of the author and should not be attributed to Summit Financial LLC. Summit is not responsible for hyperlinks and any external referenced information found in this podcast.

3 Reasons I like Municipal Bonds (5 mins)

Dollars & Sense: Straight Talk from Mike, an experienced Financial PlannerBy Michael AloiMar 28, 2022