Fidato Wealth

In the News

16 Sep

CNBC: 4 ways to tap your home for money in retirement

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  • CNBC
The Fidato Group Founder and CEO, Tony D’Amico, offers expert advise to journalist Elizabeth MacBride for this piece on 4 ways to tap your home for money in retirement. “If you can use the equity in your home to fund a short-term or long-term plan to fund retirement, you should consider that,” said D’Amico.
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09 Sep

Yahoo News: The Fidato Group Announces Course “Retirement Planning Today®” at Lorain County Community College

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  • yahoo news
In The Fidato Group Announces Course “Retirement Planning Today®” at Lorain County Community College, The Fidato Group announced an educational course later this month, titled Retirement Planning Today®, which will be led by Founder and CEO, Tony D’Amico and held at Lorain County Community College in Elyria. The two-session course will be offered on two
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26 Aug

National Financial Educators Council: Experts Offer Resources and Guidance for Building Personal Finance Skills

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  • national financial educators council
Journalist Traci Allan writes an article, Experts Offer Resources and Guidance for Building Personal Finance Skills, quoting Tony D’Amico, CEO of The Fidato Group in Strongsville, Ohio. D’Amico is quoted as saying that most people wait to seek out education for retirement planning until it’s on the horizon, and they often do not seek out
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20 Aug

Financial Planning: How to Prepare Your Clients for Incapacity

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  • financial planning
In How to Prepare Your Clients for Incapacity, Tony D’Amico, CEO of The Fidato Group is quoted as saying, “I always educate my clients… and ask them to consider purchasing insurance or make plans to self-insure. Some financial plans can absorb a future hypothetical cost for long-term care. Others cannot.”
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14 Aug

Financial Advisor: Don’t Forget to Plan for Clients’ Dementia

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  • financial planning
In Karen DeMaster’s article, Don’t Forget To Plan For Clients’ Dementia, Tony D’Amico of The Fidato Group, outside of Cleveland, OH, mentions it’s important to see what you can do in advance for your clients with a history of dementia, like determining how to pay for long-term care if dementia is a possibility for a
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28 Jul

Wall Street Journal: Financial Planning Amid Signs of Clients’ Dementia

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  • wall street journal
In this profile by journalist, Cheryl Winokur Monk, CEO Tony D’Amico, shares a story of a retiree in his late 60s who was showing signs of dementia and had no estate plan. The client had a portfolio that hadn’t been rebalanced regularly and had no long-term-care insurance because of his dementia symptoms. Tony tackled his
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01 Jul

Why Retirement Strategies Fail

  • Posted by Leesy Palmer
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  • Business Journals
According to the New York Times, the Center for Retirement Research at Boston College estimates that more than half of all American households will not have enough retirement income to maintain the living standards they were accustomed to before retirement, even if the members of the household work until age 65, two years longer than
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04 Jun

Bankrate.com: 6 Things to Know Before the Fed Hikes Interest Rates

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  • bankrate.com
Michael Giusti interviews Tony D’Amico of The Fidato Group in 6 things you should know before the Fed hikes interest rates for Bankrate.com. Interest rates may be at historic lows, but most financial advisers agree they can’t stay low forever. While the Federal Reserve is still talking about increasing interest rates, there are a few
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15 May

Reuters: 529 Plans Merit Study to Achieve High Client Marks

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  • reuters
Reuter’s columnist, Hilary Johnson, quotes Tony D’Amico, CEO of The Fidato Group, in 529 plans merit study to achieve high client marks. Tony comments that, even by starting a plan just three years before college, families can effectively buy a little more time for compounding, and if plans change midstream, other family members, or even
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