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
How Long Should You Take to Land a Prospect?
In Anne Field’s article, “How Long Should You Take to Land a Prospect?” Tony D’Amico of The Fidato Group advises to always be low-pressure.
When to Buy Long-Term Care Insurance: Retirement Scan
Tony D’Amico of The Fidato Group has his comments on maximizing Social Security benefits summarized in the Daily Roundup News.
What is Late-Payment Forgiveness?
In What is late-payment forgiveness?, Tony D’Amico, chief executive officer of Strongsville, Ohio-based The Fidato Group, said that cards that offer late-payment forgiveness are good choices if used properly. But he worries that some consumers might rely on them as an excuse to make bad financial choices.
How to Get Half of your Spouse’s Social Security Check
Tony D’Amico, Founder of The Fidato Group, cautions that a strategy to maximize Social Security benefits might not be right for you in How to Get Half of Your Spouse’s Social Security Retirement Check.
Wall Street Captures Billions a Year in Fees on American Retirement Savings
In Wall Street Captures Billions A Year In Fees On American Retirement Savings, Tony D’Amico of The Fidato Group says that a growing contingent of baby boomers reaching retirement are noticing something amiss when it comes to fees on their retirement account.
