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Videos uploaded by user “Michael Aloi”
6.9: How to Manage Restricted Stock
 
06:20
Here I explain what you can do to manage the taxes on restricted stock. There is no silver bullet, rather a series of small steps that can add up over time. Enjoy!
Views: 2032 Michael Aloi
Maximizing Your 401(k)
 
19:54
Learn planning techniques to help you maximize your 401(k).
Views: 2072 Michael Aloi
Estate Planning Update: Rethinking Estate Planning After the American Taxpayer Relief Act of 2012
 
31:58
Tax attorney Mike Mirone joined me for a webinar to answer questions on what the new tax laws mean for your estate planning.
Views: 25 Michael Aloi
What makes for a successful retirement
 
29:25
Learn what makes retirees happy and how to get more satisfaction out of retirement. Plus learn the 6 ways retirees fail at retirement. Disclaimer Michael Aloi is a Registered Representative with Summit Equities, Inc. Securities and investment advisory services are offered through Summit Equities, Inc. Member FINRA/SIPC. Financial planning services are offered through Summit Financial Resources, Inc. 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax. 973-285-3666. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. If you require specific tax advice, please consult a qualified tax professional. Recommendations expressed may not be suitable for all individuals. You should not rely exclusively on the information in this presentation. Independent research of the risks involved should be conducted. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. 20160324-0277
Views: 60 Michael Aloi
About Michael Aloi
 
03:15
With 14 years of experience in the financial services industry, Mike specializes in working with executives, professionals and entrepreneurs. He shares the same driven and goal-oriented lifestyle as his clients, so he understands where they face the greatest challenges. Since he joined the Summit Financial Resources, Inc. team in 1999, Mike has built a wealth management process that emphasizes the integration of various facets of financial planning. Supported by a team of in-house tax attorneys and Certified Public Accountants, Mike offers his clients structured solutions to scattered problems. Outside of work, Mike enjoys spending time with his wife and daughter.
Views: 368 Michael Aloi
Tax and Financial Planning for Attorneys
 
27:21
Here I review some of the important income, estate and financial planning topics for lawyers. Michael Aloi, Certified Financial Planner Summit Financial Resources, Inc. www.michaelaloi.com Michael Aloi is a Registered Representative with Summit Equities, Inc. and Financial Advisor with Summit Financial Resources, Inc. Securities and investment advisory services are offered through Summit Equities, Inc. Member FINRA/SIPC. Financial planning services are offered through Summit Financial Resources, Inc. 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax. 973-285-3666. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. Nothing in all these pages shall be construed as offering or disseminating specific financial, retirement, state, asset protection, tax, and/or legal advice. If you require specific advice, please consult an attorney, qualified tax professional, wealth management specialist, or other financial services professional. 20170531-0622
Views: 36 Michael Aloi
Trends in Market Returns - As of October 2015
 
04:33
Investment returns are not linear, here is a look at how trends can change very rapidly in the market. Disclaimer Michael Aloi is a Registered Representative with Summit Equities, Inc. Securities and investment advisory services are offered through Summit Equities, Inc. Member FINRA/SIPC. Financial planning services are offered through Summit Financial Resources, Inc. 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax. 973-285-3666. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. If you require specific tax advice, please consult a qualified tax professional. Recommendations expressed may not be suitable for all individuals. You should not rely exclusively on the information in this presentation. Independent research of the risks involved should be conducted. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
Views: 22 Michael Aloi
6.9 Proposed Changes to 529s
 
02:07
I created this video with the YouTube Video Editor (http://www.youtube.com/editor)
Views: 39 Michael Aloi
11 Tips to maximize your benefits through the company
 
13:45
Most people don't pay enough attention to their benefits at their company. Open enrollment is a great time of year to take stock of what you have and what you don't. Here are 11 tips to help you maximize your benefits.
Views: 57 Michael Aloi
Your Life in a Box
 
01:58
Views: 25 Michael Aloi
Life Insurance Made Easier: what to know before you buy
 
41:36
Host Michael Aloi, Certified Financial Planner and Dave Porro, Certified Life Underwriter explain your options with life insurance. Topics include how to calculate your need, the differences between term and permanent insurance, estate planning with life insurance, and how to review an existing policy.
Views: 36 Michael Aloi
10 Steps to Save $50,000 on college costs
 
45:41
Learn 10 practical tips to save money on college costs from a nationally recognized college coach, Hans Hanson of College Logic. Hosted by Michael Aloi, Certified Financial Planner Disclaimer Michael Aloi is a Registered Representative with Summit Equities, Inc. Securities and investment advisory services are offered through Summit Equities, Inc. Member FINRA/SIPC. Financial planning services are offered through Summit Financial Resources, Inc. 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax. 973-285-3666. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. If you require specific tax advice, please consult a qualified tax professional. Recommendations expressed may not be suitable for all individuals. You should not rely exclusively on the information in this presentation. Independent research of the risks involved should be conducted. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.20151221-0969
Views: 29 Michael Aloi
2 ways to maximize social security
 
05:56
When to best collect social security depends on a number of factors. Here I explain two strategies to help you get the most out of your benefits. Email me at [email protected] for more information.
Views: 35 Michael Aloi
Roth IRA/401(k) Webinar - 4 Ways to Fund
 
20:33
For those who may not qualify for a Roth IRA due to the income limitations, these 4 strategies are viable options. Michael Aloi is a Registered Representative with Summit Equities, Inc. Securities and investment advisory services are offered through Summit Equities, Inc. Member FINRA/SIPC. Financial planning services are offered through Summit Financial Resources, Inc. 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax. 973-285-3666. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. If you require specific tax advice, please consult a qualified tax professional. Recommendations expressed may not be suitable for all individuals. You should not rely exclusively on the information in this presentation. Independent research of the risks involved should be conducted. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.20151208-0948
Views: 32 Michael Aloi
Why people fail at retirement - the big 6
 
06:59
Retirement is more than saving and investing. Here learn the 6 ways people fail at retirement. Disclaimer Michael Aloi is a Registered Representative with Summit Equities, Inc. Securities and investment advisory services are offered through Summit Equities, Inc. Member FINRA/SIPC. Financial planning services are offered through Summit Financial Resources, Inc. 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax. 973-285-3666. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. If you require specific tax advice, please consult a qualified tax professional. Recommendations expressed may not be suitable for all individuals. You should not rely exclusively on the information in this presentation. Independent research of the risks involved should be conducted. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. 20160318-0257
Views: 6 Michael Aloi
Long Term Care Insurance: Understanding your options
 
17:04
A brief discussion of what is long term care and the options available in the marketplace, including the pros and cons of various insurance programs.
Views: 41 Michael Aloi
1st Quarter 2015 Commentary
 
05:42
A review of the capital markets in the first quarter. Disclaimer: Michael Aloi is a Registered Representative with Summit Equities, Inc. Securities and investment advisory services are offered through Summit Equities, Inc. Member FINRA/SIPC. Financial planning services are offered through Summit Financial Resources, Inc. 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax. 973-285-3666. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. If you require specific tax advice, please consult a qualified tax professional. Recommendations expressed may not be suitable for all individuals. You should not rely exclusively on the information in this presentation. Independent research of the risks involved should be conducted. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. Approval code: 20150421-0405
Views: 20 Michael Aloi
China sneezes and we catch a cold - is there more doom than gloom?
 
07:32
Are we in a recession? Is the market sell off justified? Here I discuss these issues and more. Michael Aloi is a Registered Representative with Summit Equities, Inc. Securities and investment advisory services are offered through Summit Equities, Inc. Member FINRA/SIPC. Financial planning services are offered through Summit Financial Resources, Inc. 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax. 973-285-3666. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. If you require specific tax advice, please consult a qualified tax professional. Recommendations expressed may not be suitable for all individuals. You should not rely exclusively on the information in this presentation. Independent research of the risks involved should be conducted. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.20160211-0143
Views: 28 Michael Aloi

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