Are Peer-to-Peer Comparison Tools the Answer to America’s Retirement Savings Crisis?
In Are Peer-to-Peer Comparison Tools the Answer to America’s Retirement Savings Crisis?, Tony D’Amico, CEO of the Fidato Group, says that the issue is that everyone’s situation is different. “There are so many variables that make a big difference in how much somebody needs to have saved for retirement. In my opinion, using peer-to-peer comparisons
CNBC: 4 Ways to Tap Your Home for Money in Retirement
The Fidato Group Founder and CEO, Tony D’Amico, offers expert advise to journalist Elizabeth MacBride for this piece on 4 ways to tap your home for money in retirement. “If you can use the equity in your home to fund a short-term or long-term plan to fund retirement, you should consider that,” said D’Amico.
Yahoo News: The Fidato Group Announces Course “Retirement Planning Today®” at Lorain County Community College
In The Fidato Group Announces Course “Retirement Planning Today®” at Lorain County Community College, The Fidato Group announced an educational course later this month, titled Retirement Planning Today®, which will be led by Founder and CEO, Tony D’Amico and held at Lorain County Community College in Elyria. The two-session course will be offered on two
National Financial Educators Council: Experts Offer Resources and Guidance for Building Personal Finance Skills
Journalist Traci Allan writes an article, Experts Offer Resources and Guidance for Building Personal Finance Skills, quoting Tony D’Amico, CEO of The Fidato Group in Strongsville, Ohio. D’Amico is quoted as saying that most people wait to seek out education for retirement planning until it’s on the horizon, and they often do not seek out
Financial Planning: How to Prepare Your Clients for Incapacity
In How to Prepare Your Clients for Incapacity, Tony D’Amico, CEO of The Fidato Group is quoted as saying, “I always educate my clients… and ask them to consider purchasing insurance or make plans to self-insure. Some financial plans can absorb a future hypothetical cost for long-term care. Others cannot.”
Financial Advisor: Don’t Forget To Plan For Clients’ Dementia
In Karen DeMaster’s article, Don’t Forget To Plan For Clients’ Dementia, Tony D’Amico of The Fidato Group, outside of Cleveland, OH, mentions it’s important to see what you can do in advance for your clients with a history of dementia, like determining how to pay for long-term care if dementia is a possibility for a
Five Estate-Planning Documents Clients Must Have
CEO Tony D’Amico of the Fidato Group, an RIA in Strongsville, Ohio, comments on the importance of estate planning documents in this article on Retirement Planning, 5 Estate Planning Documents Clients Must Have. Read Full Article
The Wall Street Journal: Financial Planning Amid Signs of a Client’s Dementia
In this profile by journalist, Cheryl Winokur Monk, CEO Tony D’Amico, shares a story of a retiree in his late 60s who was showing signs of dementia and had no estate plan. The client had a portfolio that hadn’t been rebalanced regularly and had no long-term-care insurance because of his dementia symptoms. Tony tackled his
529 Plans Merit Study to Achieve High Client Marks
Reuter’s columnist, Hilary Johnson, quotes Tony D’Amico, CEO of The Fidato Group, in 529 plans merit study to achieve high client marks. Tony comments that, even by starting a plan just three years before college, families can effectively buy a little more time for compounding, and if plans change midstream, other family members, or even
Dipping Into Your 401(k) to Finance the Purchase of a Home is a Tricky Decision
Scraping together cash to put a down payment on a loan similar to a FHA with lower down payment requirement of 3.5% could be a better option than taking the risk of a 401k loan, says Tony D’Amico of The Fidato Group in Dipping Into Your 401(k) to Finance the Purchase of a Home is
