When it’s time to update your Estate Plan
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. Chances are, you know that—and you have an estate plan in place. But if you think that your current plan […]
Be Wary of Social Media ‘Fin-Fluencers’
Increasingly, online social media personalities want to tell you what to do with your wealth. The rise of these financial influencers—“fin-fluencers”—is having a big impact on how some people get information and advice about the financial markets today. PROS AND CONS OF FIN-FLUENCERS In general, there’s something to be said for what fin-fluencers do: making […]
Tony D’Amico Quoted in Barron’s: Teach Your Kids to Preserve Family Wealth, Not Squander It
Tony D’Amico was featured in Barron’s, sharing four steps to help with a smooth transfer of wealth to the next generation.
Do you know your high-net-worth personality?
One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and relate to you. You want to surround yourself with experts who know you well enough to really “get” what you want your money to accomplish and why. In fact, we’ve […]
Five Ways Homeowners May Be Putting Their Wealth at Risk
Affluent families often pay close attention to their investable assets. But sometimes those same families overlook important financial safeguards for two of their largest assets: their house and the contents within it. The result: Some families could be needlessly putting a key component of their wealth and well-being at risk. Therefore, it makes sense for […]
What Are Your Biggest Financial Concerns?
It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s why it makes sense to have great clarity about the specific financial issues and concerns that are most important to you and the people you care about. Only then can […]
Tony D’Amico quoted in Investment News: Why Requesting Referrals for Business Growth is “A Terrible Idea”
Tony D’Amico in InvestmentNews, sharing how Fidato Wealth’s number one guiding principle of providing servant leadership provides opportunities to grow.
Foiling The Financial Fraudsters
Financial fraudsters are working overtime to target those of us with significant assets. Even worse: They’re having far more success at parting us from our wealth than you might imagine. The upshot: Just because you’re “good with money” or careful in who you deal with when it comes to finances doesn’t mean you won’t be […]
Three Signs That Your Professionals are Exceptional
As someone looking to make smart decisions about your money so you can live a life of significance, one of your biggest goals should be to ensure you’re getting value from your professionals—the wealth managers, lawyers, accountants and similar experts you rely on for guidance. This becomes especially true as your level of wealth grows […]
Marissa Beyer quoted in ComparisonAdviser: Charitable Giving: Role in a Financial Plan
Charitable giving can be a fulfilling & satisfying way to use your money for good. Marissa Beyer explains how it fits into a financial plan.
