Fidato Wealth

Posts Tagged ‘wall street journal’

12 Jan

Wall Street Journal: The Fidato Group Announces Retirement Financial Planning Course at Lorain County Community College, Midpoint Campus Center

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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, Midpoint Campus Center in Brunswick. “Planning for your retirement has taken on a much greater importance as people live longer and retire earlier. Many
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28 Jul

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

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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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