by AIO | Feb 7, 2023 | Financial Advisors, Shareholder Advocacy, Socially Responsible Investing
AIO Financial (https://aiofinancial.com) is an active participant in shareholder advocacy on behalf of our clients. Shareholder advocacy provides a way for company owners (shareholders) to make real impacts in companies. Advocates can address: climate... 
by AIO | Sep 12, 2021 | Financial Advisors, Podcast
AIO Financial has updated their four ebooks. They are all free: Investing (the basics of how to invest) Sustainable, Responsible, Impact Investing (how to make an impact with your investments). Expat Financial Planners (financial... by AIO | Sep 12, 2020 | Financial Advisors
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... 
by AIO | Sep 12, 2020 | Financial Advisors, Investing, Podcast, Retirement Planning, Spending
For this blog/podcast/video, I’m going to talk about my own personal finances, in hopes that it is helpful for some people. I’ll go over how I invest, budget and what my retirement plans are. You can see the Video Here I will be expanding about my... 
by AIO | Sep 8, 2020 | Financial Advisors, Podcast, Retirement Planning, Spending
This blog is about financial scams that target seniors, but let me start with a few facts about this large and growing population. 10,000 baby boomers are turning 65 everyday There are 46 million Americans ages 65 and older today (2016). In 1880, there were 1.7... by AIO | Sep 8, 2020 | Financial Advisors, Investing
We received a request over email from a client who wanted money wired to a bank for the purchase of furniture. We filled out the Schwab paperwork and email them to her (at the email her correct email address). She signed and returned the form but Schwab...