Michael Aloi - CFP

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Stratford, CT
Michael Aloi - CFP

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Helping individuals and families retire, grow their wealth, and enjoy life with clarity and confidence in the place they love.

11/02/2026

November is Military Family Month - thank you to all the military families for all your hard work and sacrifices, we salute you!

10/31/2026

Is your estate strategy full of cobwebs? Does your investing approach have too many tricks and not enough treats? Does your retirement timeline read like a ghost story?

These things have a way of going bump in the night.

Knowing where you stand is the first step. Happy Halloween!

10/26/2026

So rates have increased and now you may be wondering - How can you take advantage of higher interest rates? Higher rates sting borrowers, but they can be a real win for savers.

Today we are seeing higher yields across many different investment products. As rates rise, banks may increase the yields they offer on savings products to attract deposits. And yet the average U.S. savings account still pays just 0.64% annual percentage yield as of September 2026. Please make sure your money is working hard for you.

Certificates of deposit, or CDs, can offer even higher rates, but the tradeoff is access and taxes: your money is locked in for a set term, and pulling it out early usually costs a penalty and the interest is taxable as ordinary income. There are other options.

While higher yields don’t erase the effects of inflation, and they won’t necessarily transform household finances, every little bit helps. Now is an opportune time for a yield check-up on your portfolio. If interested please let me know.

Source:

The Federal Reserve recently raised interest rates for the first time since 2023.

10/23/2026

Here's something fun. The Big Mac Index turns forty this year. Forty years old and still fun to explain at parties. Check out what this classic burger can tell us about the purchasing power of our dollar.

10/22/2026

Please enjoy our Year-End Planning Checklist!

10/22/2026

Third Quarter 2026 Investment Newsletter

10/15/2026

October 15 is National Health Savings Account Day!
Here's a tip: I encourage my clients to max out their HSA and try not to use it for medical expenses, but rather save it for retirement to be used for health care expenses in retirement. Tax deductible contributions, tax-deferred earnings, and tax-free withdraws for qualified medical expenses make the HSA a powerful financial planning tool.
Need more insights like this? Email me at [email protected] and let's start the conversation.

10/12/2026

Columbus Day falls on the second Monday of October. Just a reminder that banks and government offices close for the day.

10/07/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

09/25/2026

Address

Stratford, CT
06614

Telephone

+12034091270

Website

https://www.michaelaloi.com/

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