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 bills get...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 Distributions (RMD) Except for...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 people are separating...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 plan, once you hit the...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 is a way to use our...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 be found at:...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 the Tucson...read more
I’m not saying my financial adviser is bad at his job…
…but when I went into her office and asked her to check my balance, he tried to push me over
What’s another name for long-term investment?
A failed short-term investment.
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...read more
When investing, broad diversification can reduce your risk. Many investors limit themselves to bond funds and stock funds. In many 401k, and other employer sponsored plans, bond and stock funds are the only option. The stock market is at all time highs and with this...read more
We recognize that we attract a very special client - so we are committing to travel to visit our clients. We are fee only financial planners (fiduciaries) who specialize in Socially Responsible Investing. We have attracted clients from all over the US. We meet with...read more
This is a question we often receive: I want my investments to help move companies in a positive direction but I don't want to sacrifice performance. How does the performance of Socially Responsible Investments (SRI) compare with traditional index investments? To...read more
When you work with AIO Financial, you work directly with Bill Holliday, CFP - a fiduciary working just for you.
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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Learn about making an impact with your investments without sacrificing returns.
AIO Financial, 520-325-0769