Fidato Wealth

In the News

14 Aug

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

  • Posted by insivia
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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

  • Posted by insivia
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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

  • Posted by insivia
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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

  • Posted by insivia
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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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18 Mar

Wise Piggy: What is late-payment forgiveness?

  • Posted by insivia
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  • wise piggy
In What is late-payment forgiveness?, Tony D’Amico, chief executive officer of Strongsville, Ohio-based The Fidato Group, said that cards that offer late-payment forgiveness are good choices if used properly. But he worries that some consumers might rely on them as an excuse to make bad financial choices.
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