Dollars & Sense: Straight Talk from Mike, an experienced Financial Planner

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. 

What's to like about Municipal Bonds? Here are three reasons to consider municipal bonds, including what to watch out for. 

Disclaimer: 

Investment advisory and financial planning services offered through Summit Financial, LLC, a SEC Registered Investment Adviser. Income is generally free from federal taxes and state taxes for residents of the issuing state. While interest is tax free, capital gains, if any, will be subject to taxes. Income for some investors may be subject to the federal Alternative Minimum Tax. This newsletter is provided for informational purposes only and is not intended as specific advice or an offer to buy or sell any securities. Summit Financial, LLC and its affiliates do not provide tax or legal advice.

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Welcome everyone. I hope this podcast provides you easy to follow advice to help improve your financial well-being.