What Is Funeral Insurance and Do You Need It?
Tony D’Amico, CEO Fidato Wealth, tells RothIRA.com that you’re often better off saving for final expenses rather than paying for a policy to cover them in What is Funeral Insurance and Do You Need It? “It’s important for a consumer to do the math before they buy,” D’Amico cautions. “If they ‘guesstimate’ their life expectancy […]
5 Ways Small Business Owners Can Start Preparing for Retirement
In 5 Ways Small Business Owners Can Start Preparing for Retirement, Tony D’Amico, CEO and senior wealth advisor at Fidato Wealth, recommends forming a network of support resources to anyone who hopes to sell their business as part of their retirement strategy. “It is very important to work with an accountant ahead of the sale to
Tapping Retirement Funds for Tuition Is a Terrible Idea
In Tapping Retirement Funds for Tuition Is a Terrible Idea, Coryanne Hicks quotes Tony D’Amico, CFP® Fidato Wealth on missing growth of tax-free compound interest as saying, “If somebody is borrowing from their retirement, they’re really affecting how compounding works.”
Is the Money Yours, Mine or Ours? Combining Finances in Later Life Can Result in Some Knotty Tangles
Fidato Wealth CEO, Tony D’Amico, CFP®, is quoted in this article by Anne Field for AARP, entitled, “Is the Money Yours, Mine or Ours? Combining finances in later life can result in some knotty tangles.” Two of Tony’s clients are featured in this article, as an example of how to wisely join finances with a
Teaching People How to Invest is One of the Best Marketing Moves an Adviser Can Make
Tony D’Amico, CEO of Strongsville, Ohio-based Fidato Wealth, tells MarketWatch in “Teaching people how to invest is one of the best marketing moves an adviser can make,” that he has always used education as a way to demonstrate his commitment to fiduciary standards. He believes that’s helped him grow his business as people find that they
Ohio-Based Fidato Wealth Recognized as Top Investment Advisor With Over 53 Percent Growth Rate
With over 53% growth rate, Fidato Wealth, a Strongsville, Ohio Registered Investment Advisor, has been named to Financial Advisor Magazine’s 2017 Top RIA Rankings. Founded by CEO Tony D’Amico, CFP®, Fidato Wealth is an independent, fee-based financial advisory firm that provides comprehensive financial planning and wealth management for successful families, individuals and professionals, according to
Should Retirees Have Life Insurance?
Tony D’Amico, CFP®, CEO of Fidato Wealth in Strongsville, OH is quoted in this article in The Wall Street Journal, “Should Retirees Have Life Insurance?” According to D’Amico, every decision about insurance requires meaningful financial planning. “You make the most educated decision you can about your health and lifestyle and what you anticipate,” he says,
The Fiduciary Rule Goes Live at Long Last
Tony D’Amico, CFP®, CEO of Fidato Wealth in Strongsville, OH is quoted in “The Fiduciary Rule Goes Live at Long Last” in Barron’s. Tony cautions that investors still have to be careful, even when working with fiduciaries; simply complying with the standard doesn’t make someone a good advisor. “Even among registered investment advisors, there is
On Becoming an Elite Advisor: Insights from Tony D’Amico of Fidato Wealth
In this profile, Tony D’Amico, CFP®, CEO of Fidato Wealth is interviewed by Marie Swift, a nationally-recognized consultant who’s worked with some of the top financial advisory firms nationwide for nearly twenty years on his insights on becoming an elite advisor.
Out Of Boredom Or A Need For Cash, Retirees Want To Go Back To Work
CEO Tony D’Amico is quoted in this article by Lawrence Carrel at Investor’s Business Daily on retiring early, Out Of Boredom Or A Need For Cash, Retirees Want To Go Back To Work. D’Amico says, “The key is starting the process in advance of retirement to identity what kind of job they want, then network
