by AIO | Sep 12, 2020 | Financial Advisors
PBS Frontline had a special a month ago about investing and retirement. They focused on fiduciary responsibility and fees related to investing. The 52-minute video can be seen at: http://www.pbs.org/wgbh/pages/frontline/retirement-gamble/ They state that...
by AIO | Sep 12, 2020 | Podcast, Alternative Investments, Investing
“Structured Products: Revolutionizing Investment Strategies for Diversified Returns” Exploring the World of Structured Products: A Tailored Investment Approach A mix of traditional securities and derivatives for customized risk and return Initially for...
by AIO | Sep 12, 2020 | Investing, Podcast
Unpacking Investment Wisdom: Episode 36 of Values Investor Podcast with Bill Holiday Welcome to the latest dispatch from the intersection of personal finance and social responsibility. Here’s what we’ve got in store for you in episode 36 of the Values... by AIO | Sep 12, 2020 | Retirement Planning
There is an eight-year range to take Social Security. The earliest age you’re allowed to claim benefits is 62, and as such, it’s the most popular age to file for Social Security. Age 70, meanwhile, is the latest age you can claim Social Security and still get credit...
by AIO | Sep 12, 2020 | Podcast, Retirement Planning, Taxes
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2017/12/Audio-divorce-taxes.mp3Podcast: Play in new window | DownloadFinances in Divorce I, unfortunately, am very familiar with this topic. I went through a divorce about 15 years ago....