Boost Your Efficiency and Effectiveness—at Work, at Home and in the World
Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is it any wonder so many of us feel stressed? The good news: It can be easier than you might think to increase your overall effectiveness and efficiency. For advice, we […]
Fidato Wealth Asks Cleveland-Area Residents and Interested Others to Support Shoes and Clothes for Kids Charity Donations
Fidato Wealth, an independent, fee-based financial advisory firm that provides comprehensive financial planning and wealth management for successful families, individuals and professionals, is once again teaming up with Shoes and Clothes for Kids (SC4K), a local charity who improves K-8 school attendance by eliminating lack of appropriate clothing, shoes and school supplies as barriers. Normally, […]
Four Types of Advisors
WHICH ONE SHOULD YOU WORK WITH? We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that fewer people pay attention […]
The Importance of Stress Testing Your Wealth Strategies
When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth. Take stress testing, for example. Stress testing is a process that carefully examines your current wealth planning strategies to assess the likelihood that they’ll deliver […]
Savvy Negotiating: To get the Moon, Ask for the Stars
One key way to build serious wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good for you and your bottom line. Ideally, everyone walks away from a negotiation feeling good about the outcome—a win-win scenario. But ultimately, to be successful you must achieve your minimum […]
Tony D’Amico of Fidato Wealth on NAPFA Playbook Series
Tony D’Amico participated on a panel of advisors who addressed the National Association of Personal Financial Advisors (NAPFA) on the topic of good client communications. Tony shared reasons for establishing the Wealth & Life podcast and how that topic of conversation is resonating with current and prospective clients. He also shared how a constant stream […]
Fidato Wealth Welcomes Marissa Beyer, CFP®, to the Team
Fidato Wealth has added an experienced financial advisor, Marissa Beyer, CFP® to the team. Fidato Wealth is providing an array of helpful materials on their freshly renewed website, www.FidatoWealth.com. The Learning Center offers recorded webinars and registration links for virtual retirement planning classes. The Wealth & Life podcast focuses on financial life planning principles.
Buy Experiences, Not Stuff. Here’s Why.
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really spending our money in ways that achieve those results? The answer, unfortunately, is probably not. As one world-famous Japanese “tidying expert” might say, our spending habits don’t spark […]
The Importance of Personal Umbrella Policies
What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of […]
FIDATO WEALTH RECOGNIZED BY FINANCIAL ADVISOR MAGAZINE AS A 2020 TOP INVESTMENT ADVISOR
Fidato Wealth, an Ohio Registered Investment Advisor, has been named to Financial Advisor Magazine’s 2020 Top RIA Rankings – ranked every year since 2017
