AIO Financial Podcast & Blog

We regularly give the online community updated tips and financial advice. Be sure to check back frequently for our latest episodes and posts.

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 bills get...

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 Distributions (RMD) Except for...

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 people are separating...

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 plan, once you hit the...

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 is a way to use our...

How to prepare for a bear market

With stock markets at all-time highs, stock prices relatively high compared to earnings, and uncertainty related to the current administration, I want to discuss bear markets and market corrections. In general, a downturn of 20% or more from a peak in a broad market...

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Eric Rosenberg – Personal Profitability

In this episode, we interview Eric Rosenberg of Personal Profitability about selecting stocks. This podcast is for informational use only. This is not an appropriate investment for everyone. As with any investment, please read the prospectus and discuss it with your...

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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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