Our Blog
Where to Live in Mexico City
Wondering where to live in Mexico City? Compare some of the best CDMX neighborhoods by safety, transit, earthquake risk, lifestyle, expat presence, property prices, Airbnb rules, and long-term investment potential to find the area that best fits your priorities.
How We Build Portfolios at AIO Financial
Learn how we build portfolios at AIO Financial using risk-based allocations, global diversification, low-cost index ETFs, non-correlated assets, and disciplined rebalancing. Our investment strategy is designed around each client’s time horizon, risk tolerance, tax situation, and long-term financial goals.
Inheritance in America:
Inheritance in America can be confusing because different assets follow very different tax rules. Learn how inherited cash, real estate, brokerage accounts, traditional IRAs, and Roth IRAs are taxed, along with key rules for step-up in basis, probate, trusts, and beneficiary planning.
Taxes for Americans Living Abroad:
Americans living abroad generally remain subject to U.S. tax rules, even after moving to another country. This guide explains the key tax issues for Americans living in Mexico or Spain, including the Foreign Earned Income Exclusion, Foreign Tax Credit, FBAR and FATCA reporting, tax residency rules, rental income, retirement accounts, and cross-border planning considerations.
How Socially Responsible Investing Has Changed:
Socially responsible investing has evolved far beyond simply avoiding companies or industries that conflict with your values. Today, investors can choose from screening strategies, ESG funds, shareholder advocacy, sustainable ETFs, impact investing, and community investing. Learn how SRI has changed—and what to look for when deciding whether an investment truly aligns with your values.
Guide for Americans Moving to Spain
The Ultimate Guide for Americans Moving to Spain: Visas, Taxes, and Cross-Border Financial Planning By AIO Financial — Fee-Only Fiduciary Financial Planners Spain has quietly become one of the most popular destinations for Americans relocating abroad. The lifestyle is...
Shareholder Advocacy in 2026: A Season Defined by Upheaval and Resilience
Shareholder Advocacy in 2026: A Season Defined by Upheaval and Resilience *A deeper look at the key themes and proposals in the Proxy Preview 2026 report by As You Sow and Proxy Impact* The 2026 proxy season is arriving amid one of the most turbulent regulatory...
Ultimate Guide to Moving to Mexico
How to Move to Mexico: Visas, Costs, Taxes, and the Best Places to Live Mexico is one of the most popular countries in the world for Americans who want a lower cost of living, a warmer climate, and a richer day to day culture without moving halfway across the planet....
Guide to Socially Responsible Investing (SRI)
How Socially Responsible Investing Really Works: Screening, Engagement, and Community Impact Socially responsible investing (SRI) is about aligning your money with your values while still aiming for competitive long term returns. It uses three main tools—screening,...
Alternative Investments
Alternative Investments: Diversifying Beyond Stocks and Bonds Introduction In today’s financial environment, stock markets are reaching all-time highs, and interest rates are on a downward trend. This combination creates a challenging situation for investors relying...
Retirement Reality Check
Retirement Reality Check: A Look at U.S. Averages and What They Mean Retirement Statistics in the U.S.: Key Averages to Guide Your Planning When planning for retirement, it’s essential to understand how the average American prepares for it — and how those numbers...
Socially Responsible Investing Options
Socially Responsible Investment (SRI) Options: Aligning Financial Goals with ESG Impact Without Sacrificing Return Socially Responsible Investing (SRI) offers a compelling strategy for investors who want to generate financial returns while also supporting social,...