50-20-30 Budgeting Rule

50-20-30 Budgeting Rule

Subscribe: RSS This is just a rough guideline to get an idea if your budget is reasonable. The 50-30-20 rule for budgeting consists of: 50% of your income toward necessities (housing and bills) 20% financial goals (paying off debt or saving for retirement) 30% of your...
Financial Advisors Kataya & Val

Financial Advisors Kataya & Val

Subscribe: RSS The other day Bill Holiday sat down with the two newest fee only financial advisors at AIO Financial to ask some questions and learn a little more about them. Here’s what they talked about. Bill: In this episode, we’re going to introduce you to two of...

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 America is...