What To Do With So Much Optimism?
Investors’ confidence in their ability to fund their retirement is up dramatically this past year, but it may be a misplaced confidence, says financial advisor Tony D’Amico in this article, “What to do with so much optimism?” in Financial Advisor Magazine by Karen DeMasters.
Strongsville Certified Financial Planner Offers Five Tips for Financial Literacy Month
April is Financial Literacy Month and, at the same time, most Americans have just filed their taxes or at least filed extensions. Many are going through the painstaking task of peeking under the hood of their financial engine and realizing that a tune up is needed, while trying to figure out where to begin. In […]
Retirement: How to Preserve it While Helping your Parents
Tony D’Amico, CFP®, CEO, Fidato Wealth, questions getting life insurance for the elderly in Retirement: How to preserve it while helping your parents by Amy Fontinelle in MassMutual.
Advisors Learn Lasting Lessons From Their Favorite Business Books
In Advisors Learn Lasting Lessons From Their Favorite Business Books by Morey Stettner in Investor’s Business Daily, Tony D’Amico of Fidato Wealth, recommends his clients read Bershire Hathaway’s annual shareholder letter, stating that Warren Buffet believes that the economy will do well over time and that people shouldn’t bet against America.
The Big Mistake You’re Making With Your HSA
Rebecca Lake at US News & World Report writes in The Big Mistake You’re Making With Your HSA that one thing people often don’t realize is that HSA funds can be tapped for other expenses in retirement. “You can take money out of an HSA after age 65 for non-medical expenses without a penalty,” says Tony
Strongsville Financial Planning Firm is Helping Families in Need this Holiday Season: Strong Points
Fidato Wealth CEO, Tony D’Amico, CFP®, is profiled by Shirley MacFarland at Cleveland.com on his good works in this article, Strongsville financial planning firm is helping families in need this holiday season: Strong Points.
Use a Positive Client Experience as a Model
In Use a Positive Client Experience as a Model, Tony D’Amico, CFP®, Fidato Wealth, recounts using a couple’s smart decisions about estate planning as inspiration for other clients.
Fidato Wealth and Adopt-a-Family Teaming Up for the Fourth Year in a Row to Spread Christmas Cheer
For the fourth year in a row, Fidato Wealth announced their involvement with the “Adopt-a-Family for Christmas” program, joining with clients and friends to collect gifts for a local family this holiday season. Read more in Fidato Wealth and Adopt-a-Family Teaming Up for the Fourth Year in a Row to Spread Christmas Cheer.
Ohio-Based Fidato Wealth Expands Staff to Stay Ahead of Growth and Proactively Serve Client Needs
In Ohio-Based Fidato Wealth Expands Staff to Stay Ahead of Growth and Proactively Serve Client Needs, Fidato Wealth, a Strongsville, Ohio-based Registered Investment Advisor and Wealth Management firm, announced today that two experienced advisers have been added to their growing staff. Founded by CEO Tony D’Amico, CFP®, Fidato Wealth is an independent, fee-based financial advisory
Holistic Tech
For Tony D’Amico, profiled in “Holistic Tech” in insurancenewsnet Magazine, technology and fiduciary duty go together at his aptly named firm, Fidato. The seven-person registered investment advisor agency outside of Cleveland focuses on helping near-retirees become secure retirees.
