A Wealth Planning Process For Pursuing Success On Purpose
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles stand—or could stand—in your way. Why? Success—in investing, in business, in life—rarely happens by accident. When you’re clear-eyed about where you want to go and what could get in your […]
Finding Advisors Who Are Truly Client-Centric
It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason: After all, you’re probably more likely to consider working with people in just about any capacity who say that they will make the experience “all about you.” The good news is that, in our experience, […]
Do You Know Your High-Net-Worth Personality?
One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and relate to you. You want to surround yourself with experts who know you well enough to really “get” what you want your money to accomplish and why. In fact, we’ve […]
Financial Planning for a Special Needs Child
Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability, the hurdles can look more like mountains and the potholes can feel more like bottomless pits. That’s especially true when it comes to paying for the many expenses that can accompany raising a special […]
FIDATO WEALTH RECOGNIZED BY FINANCIAL ADVISOR MAGAZINE AS A 2022 TOP INVESTMENT ADVISOR
Fidato Wealth, an Ohio Registered Investment Advisor, has been named to Financial Advisor Magazine’s 2022 Top RIA Rankings – ranked every year since 2017
Why Advisors Are Rethinking The 4% Rule
In this article from Financial Advisor Magazine, “Why Advisors Are Rethinking The 4% Rule,” Marissa Beyer of Fidato Wealth asks, “What happens if the stock market has a great one-to-two-year period and the account balance goes up—does the distribution amount get recalculated? What if the opposite happens, and the account value goes down? The rule […]
A Wall Around Your Wealth: The Importance of Asset Protection
Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak havoc on your financial health and stability. Indeed, you may very well know someone in your life who has been sued. Maybe it was you! That means you’ve got to […]
Transferring Values—Not Just Wealth—to Your Heirs
Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents with significant assets often don’t spend enough time on passing along the values that helped them build, grow and maintain that wealth. The resulting “values vacuum” can potentially cause some big problems […]
Big Wealth Mistakes the Super Rich Don’t Make
No one is perfect—not even the smartest or most famous among us. But some people veer closer to perfection than others. Take the self-made Super Rich—a group we define as those with a net worth of $500 million or more that they earned through efforts such as starting a business. These extremely wealthy individuals aren’t […]
Working With the Right Advisor
These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them achieve their key financial goals. There are a number of reasons for this. But one main culprit is that, overall, there are a relatively small number of financial advisors we would describe as extremely […]
