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.

Sustainable, Responsible, Impact Investing 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 conference has grown over the past 28 years....

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...

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...

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...

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...

Asset Allocation

In this podcast (below), I will answer the question: What general types of investments should I consider?  I will discuss stocks, bonds, ETFs, mutual funds, gold, commodities, real estate, REITs, and more. Asset allocation is simply splitting an investment...

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Market Update

There are some obstacles for stocks to continue to go up in 2015, but there is optimism that the bull market will continue. With no election coming up soon and a tendency for stocks to do well in the third year of a presidential term, there is additional...

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Social Security – Double Dip

File and Suspend If you are at your full retirement age (FRA), you can continue to work and suspend your benefit so your current spouse can collect a spouse’s benefit and you and earn delayed retirement credits (DRCs) which increase your Social Security...

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Fiduciary Responsibility

PBS Frontline had a special a month ago about investing and retirement.  They focused on fiduciary responsibility and fees related to investing. The 52-minute video can be seen at: http://www.pbs.org/wgbh/pages/frontline/retirement-gamble/ They state that...

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Early Retirement Possible

I spent the holiday break with my wife’s family in Caborca, Mexico. Their homes and possessions are pretty simple, but they have nice celebrations and full lives. The median annual household income in the US is about $29,000, in Mexico it is about $4,500....

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15 Easy Ways to Save

Here are a few ideas for saving money. Unplug electronics that are not in use – ‘vampire’ electronics consume an average of $100 worth of energy per year when turned off. Low-flow showerheads can save about 2,900 gallons of water per year. In winter,...

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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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