Introducing the AIO Financial Retirement Planner App: Empower Your Financial Future Welcome to a new era in retirement planning with the AIO Financial Retirement Planner App! At AIO Financial, a fee-only financial advisory firm, we are thrilled to introduce a groundbreaking tool that revolutionizes the way you plan for retirement. Our new app is meticulously designed with a suite of comprehensive features that not only project your retirement finances but also help you craft a detailed long-term spending plan, perfectly tailored to your unique financial circumstances. Getting Started is Sim ..read more

Shareholder Advocacy 2024 Advocates have submitted over 527 resolutions concerning environmental, social, and governance (ESG) matters for the 2024 proxy season. This tally is marginally less than the 536 proposals recorded at the same juncture last year but suggests that the final count could surpass 630, echoing the totals of the preceding two years. The landscape of support for these initiatives has witnessed a notable decline in the past two years, primarily due to the retreat of major asset managers from endorsing a significant number of these proposals. This diminishing support is part ..read more

Take Charge of Your Finances with Our New Budgeting App Welcome to the world of simple budgeting! Gone are the days when managing your finances was a complex, tedious task. Our new app, designed for everyone from budgeting rookies to pros, transforms the way you handle your money. It’s time to show your money who’s boss – and yes, that’s you! Creating a Budget: Easy Peasy: Our app demystifies the budgeting process with a straightforward, five-step approach. Whether you’re dealing with a fixed income or a fluctuating one, our app helps you list and understand your earnings. It’s not just about ..read more

1 What is SRI? Sustainable, Responsible, Impact Investments (SRI) provide you with the chance to vote with your investments and influence our world. SRI is a rapidly growing area of investment. It is outpacing the overall rate of general investment growth. SRI allows individual investors the ability to have investments in line with their values. It provides another tool to address important issues. SRI provides a way to support technologies and issues while earning a competitive return.  As an example, if someone is concerned about global warming or campaign finance reform, SRI is ..read more

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