It’s Time to Address the Financial Literacy Problem. Here’s How.
The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels in recent years. One example: Just 34 percent of adults showed high levels of financial literacy in 2018—down from 42 percent nine years earlier—based on a financial literacy test offered […]
What Are Your Biggest Financial Concerns?
It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s why it makes sense to have great clarity about the specific financial issues and concerns that are most important to you and the people you care about. Only then can […]
When Financial Uncertainty Rears Its Ugly Head
Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster that wrecks your property may cause significant distress that puts your financial future in question. And while having significant savings or an extensive resume might mitigate much of that uncertainty, […]
Making Wealth Management Decisions as a Couple
When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive at a place where you’re both happy? Consider that spouses reports higher relationship quality and stability when they feel they are both involved in financial decisions and processes. With that in […]
What is it like to own field seats at Cleveland Browns Stadium?
In this article featured on the Cleveland Browns website, Tony D’Amico, CFP®, Founder of Fidato Wealth, describes what it’s like to have field seats at the Cleveland Browns’ Stadium, including how the firm uses the experience to treat employees and create fun memories with colleagues and partners.
Do You Need A Personal Umbrella Policy?
One night, your son borrows your car to go out with friends. While speeding down a road, he loses control—killing one passenger and seriously injuring two others. What would happen to your finances if you’re sued by the families of the victims? Or what if your dog is provoked by a stranger on your property […]
Three Key Elements of Smart Estate Planning
It’s likely that you expect to use your assets to give your family a good life in the here and now—things like travel and college tuition. But have you thought nearly as much about positioning your assets so they’re ready and able to help the people you love after you’re gone? Even if you have […]
When Is an Advisor an Elite Wealth Manager?
Many financial professionals call themselves wealth managers these days. In some cases, this descriptor is right on the mark—it describes them accurately. For others, the use of the term is essentially a marketing strategy. It’s up to you to decide whether a financial professional you are considering working with is a genuine wealth manager. And […]
Three Senior Team Members Named Partners at Fidato Wealth
In this news release, we officially announced Brian Eberhardt, Lindsay Fiore, and Marissa Beyer as Partners at Fidato Wealth, as well as shared more details on our February 2023 Retirement Planning Today® classes.
Six Keys to Optimizing Your Health, Longevity and Well-Being
It’s pretty safe to say that everyone wants to experience optimal health. It’s also pretty safe to say that most of us know the steps we should be taking to enjoy those benefits—but that we too often don’t bother. Enter Shawn Wells, a leading nutritional biochemist and dietitian. His book, The Energy Formula, lays out […]
