This podcast and video is an interview with Hannah Freedberg of Corporate Accountability. Corporate Accountability is a non-profit that addresses issues of: Clean Water Climate Change Tobacco Food Systems Democracy - challenging the corporate takeover of...read more
This podcast and video is an interview with Marc de Sousa Shields. Like myself, Marc is an advocate for getting more people involved in Sustainable Responsible Impact investing. He is a co-founder of the Social Investment Organization (SIO) in Canada, a...read more
Foreign Earned Income Exclusion You are going to be required to file US expat taxes no matter which country you live in. It is important to understand how your US tax return will be affected by your move to Mexico, and what US taxes you will be required to...read more
See our video here about the SRI conference. Sustainable, Responsible, Impact Investing Conference I attended the 28th annual Sustainable, Responsible, Impact Investing Conference. There were about 800 participants. It was great to see how large the...read more
Helpful financial apps for personal finance Financial applications and programs can significantly help you in the financial planning process. Most financial apps run on desktop or laptop as well as through mobile apps, making it easier to make sure your...read more
Year End Financial Planning Checklist The follow are some tips to maximize your financial situation. I know there isn't much time left, but here are a few things you may want to take care of before 2018. 1. Take your Required Minimum...read more
Finances in Divorce I, unfortunately, am very familiar with this topic. I went through a divorce about 15 years ago. It's a difficult, emotional period for anyone involved with a divorce. See our video here. There are many financial issues when...read more
The Impact of Time and Inflation on Financial Plans Preparing for retirement requires careful planning. What you need to consider is the impact of inflation on the expected cash flows, i.e. the money that you expect to receive from a retirement...read more
In this blog/podcast/video I will discuss how Climate Change can be addressed through Socially Responsible Investing (SRI). This includes but isn’t limited to fossil fuel divesting and shareholder advocacy. See our video here. What is SRI? SRI...read more
I recently saw the Netflix documentary Banking on Bitcoin. It is filled with interviews from experts and people involved in the Bitcoin beginnings and growth. It also discusses its future and technology. This blog/podcast is about Bitcoin - the video can...read more
Interview with an Enrolled Agent In this podcast/video/blog I speak with Amy Wall, an enrolled agent, which means she is licensed by the IRS to represent taxpayers and she has a degree in economics. She works on taxes for individuals and business owners at...read more
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Bill, a Certified Financial Planner with over 15 years of experience, is at every client meeting and responsible to insure your financial plan is properly carried out. We work with you on a comprehensive financial plan so that we are considering all aspects of your finances.
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