by AIO | Sep 12, 2020 | Financial Planning, Investing, Podcast
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2019/07/All-financial-advice-you-need-on-index-card-PODCAST.mp3Podcast: Play in new window | Download In this episode, we discuss the PBS news hour feature, “All the financial advice you’ll... by AIO | Sep 8, 2020 | Investing, Podcast
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2015/03/6-Initial-Public-Offering-Ask-a-Fee-Only-Financial-Planner-Podcast.mp3Podcast: Play in new window | DownloadIn this podcast I will answer the question: Are Initial Public... by AIO | Sep 8, 2020 | Investing, Retirement Planning
Pioneer Wealth Management Group is a fee-only financial planning firm in Dallas and Austin, TX. Milad Taghehchian, a Certified Financial Planner based in Austin, TX, offered to write for our blog this week. Contributing to your IRA is one of the most... 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... by AIO | Sep 8, 2020 | Investing, Taxes
This blog describes a trick for people who have an income that is too high for them to contribute to a Roth IRA – they can still make a Roth IRA contribution. Difference between Roth and IRA Traditional IRA, you receive a tax deduction for the amount you contribute.... by AIO | Sep 8, 2020 | Financial Advisors, Investing, Retirement Planning
The Department of Labor (DOL) Fiduciary Rule was scheduled to start on April 10, 2017 but President Trump signed an executive order delaying the rule 180 days so that the DOL could carry out “economic and legal analysis” on the rule’s potential impact. If this...