Invest Like You Give a Damn
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...
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Expat Tax Issues
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...
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Shareholder Advocacy Report
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Sustainable, Responsible, Impact Investing Conference
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...
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7 Best Financial Apps
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...
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9 Financial Tasks for the End of the Year
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...
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Taxes Issues with Divorce
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...
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Money in Banks is not Safe
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...
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Investing to Address Climate Change
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...
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Investing in Bitcoin
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...
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How to Save on Taxes with your own Business
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 moreFinancial Advisor Jokes
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.
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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