Here’s Why You Need 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. When done well, estate planning aims both to allow you to pass on your assets as you see fit, and […]
Fidato Wealth Announces Two-Night Retirement Planning Course
According to a recent survey by the Employee Benefits Research Institute (EBRI), only 27% of retirees feel that they have done a good job of preparing for retirement. To help improve this statistic and educate Cleveland-area residents, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, announced a continuing
Charitable Giving, the Tax-Wise Way
Americans—especially the affluent—are some of the most charitable people in the world. * Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable […]
Holiday Supply Drive Led By Fidato Wealth To Benefit ‘Shoes And Clothes For Kids’ Of Northeast Ohio Ends On Friday
Fidato Wealth, an independently owned and operated fiduciary financial advisory firm announced their annual “Fidato Wealth Holiday Supply Drive” which will benefit “Shoes and Clothes for Kids” (SC4K). Fidato Wealth will be joining with clients and friends to collect clothes for children in the Cleveland area at their office in Middleburg Heights through this Friday, Dec. 20.
The Value of Multigenerational Family Meetings
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony. The fact is, family wealth—how it’s managed, transferred and used—can generate […]
Fidato Wealth Advisors Selected For Leadership Medina County’s ‘Signature Class’
Tony D’Amico, CFP® CEO and Amy D’Amico, President of Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, Ohio, were both selected for participation in the exclusive Leadership Medina County’s “Signature Class.” This special leadership program brings together cross-industry, established leaders who reflect the diversity of Medina County to focus on civic needs of the
Work Smarter Not Harder
RECLAIM YOUR TIME AND ENERGY TO LIVE YOUR BEST LIFE Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you’re not […]
How Playing the Long Game Could Help Build Wealth Success
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having a concrete vision of your ideal future down the road—years or even decades from now—and taking specific, carefully considered action steps at every stage along the way […]
Church Group Comes to The Rescue And So Can You: Whit & Whimsey
Leadership Medina County has proudly announced this year’s class of 2020, the 29th class to go through the program. The Signature Class is a nine-month leadership program for current and future adult leaders residing or working in Medina County. Participants engage in civic education, hands-on experiences on retreat days such as discussions with key community
Fidato Wealth Announces Up-Coming Retirement Planning Course, Offered Through Highland Community Education
Fidato Wealth announced a continuing education course, scheduled to begin later this month. The two-session course, titled Retirement Planning Today®, will be held at Highland High School and offered through Highland Community Education in late September and early October.
