Fidato Wealth

Posts Tagged ‘financial planning’

20 Aug

Financial Planning: How to Prepare Your Clients for Incapacity

  • Posted by insivia
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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

  • Posted by insivia
  • 0 Comments
  • 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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