This Famously Tricky Investment Product Just Got Easier to Sell. Here’s What to Watch Out For.
Sales of fixed indexed annuities hit a record $17.6 billion in the second quarter of this year, 17% higher than second quarter 2016 and 21% higher than first-quarter sales results, according to LIMRA Secure Retirement Institute, an industry group. Tony D’Amico, CFP® at Fidato Wealth is quoted in this article by Money Magazine.
Ohio-Based Financial Services Firm Fidato Wealth Relocates to Middleburg Heights
In “Ohio-Based Financial Services Firm Fidato Wealth Relocates to Middleburg Heights,” Tony D’Amico, CFP® Fidao Wealth, announces the firm’s move to Middleburg Heights and the addition of a new member of the services team.
Fidato Wealth Moves to Middleburg Heights
“Fidato Wealth moves to Middleburg Heights” was announced in Crain’s Cleveland Business.
Fee Pressure Driving Asset Managers into Wealth Management
Tony D’Amico, CFP ® Fidato Wealth was quoted in “Fee pressure driving asset managers into wealth management” in InvestmentNews by journalist Jeff Benjamin.
Separate Finances Can Be a Lot Trickier for Couples in Retirement
Tony D’Amico, CFP® Fidao Wealth in Strongsville, OH was quoted in The Wall Street Journal article, Separate Finances Can Be a Lot Trickier for Couples in Retirement by writer Cheryl Winokur Munk.
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
