Socially Responsible 401k
In this podcast and video, I interview Rob Thomas of SocialK about his firm and how they work to create employer sponsored investment plans that have many Environmental, Social, Governance screened (ESG) investment options. Retirement funds are generally...
read moreAlternative Energy Investment Options
This podcast and video is for informational use only. We are not making investment recommendations. This is not an appropriate investment for everyone. As with any investment, please read the prospectus and discuss it with your financial planner. Why...
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Solutions with Sonya
In this podcast and video, I interview Sonya Dreizler, who helps financial service firms implement Environmental, Social and Governance (ESG) factor investing (or Impact Investing) in their practices. She also helps advisors connect with clients and market their...
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Corporate Accountability
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...
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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 if you move out of the US, and what US taxes you will be required...
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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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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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