Michael Aloi - CFP

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

09/25/2026

September 25 is Dolly Parton Day, and well deserved.

Dolly Parton’s legacy reaches far beyond music. She gave millions to causes ranging from disaster relief and medical research to education and children’s literacy. Her Imagination Library alone has distributed more than 330 million books to children across five countries.

After devastating Tennessee wildfires in 2016, her My People Fund provided displaced families with $1,000 a month for six months, no strings attached. She also donated $1 million toward COVID-19 vaccine research and supported schools, scholarships, pediatric care, and communities close to home.

Her example is a meaningful reminder that generosity doesn’t have to follow one formula. It starts with deciding what matters to you and finding a way to make an impact.

And that I think is an important part to a well thought out financial plan - creating a legacy, giving back, turning capital gains into charitable gains.

To learn more, please email me at [email protected]


Source: https://apnews.com/article/dolly-parton-philanthropy-country-music-obituary-6c10fced8ebea114cebbad1851e95d4c

09/25/2026

September is Life Insurance Awareness Month. In my Kiplinger article, I outline how whole life insurance, when properly structured, can become a valuable component of a broader financial plan, supporting risk management, tax-efficient planning, and long-term family wealth preservation. Learn more: teamaloi.com

09/09/2026

September is healthy aging month! If the goal is to live longer, we need to plan accordingly. That can mean having a long-term care plan and an investment plan to keep up with rising costs over time. Let's make a plan!

09/09/2026

Reinvesting in our community has been a priority for us this year. I was happy to stop by the Stratford Library and drop off a check to help, they have meant a lot for me and our family, thank you Sheri and team!

08/03/2026

August is National Make a Will Month. There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.