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
Reclaim Your Time: Finding the Right Work-Life Balance
Too many of us put our work first and our lives second—and end up with little to no time for ourselves, our health, our families and all the other aspects of life that really matter to us. But it doesn’t have to be that way. In this month’s Flash Report, you’ll discover […]
Importance of Family Governance
Family governance seeks to balance the competing needs of family members when there is substantial family wealth or business interests. But how family governance is structured can make a big difference in keeping family wealth and relationships in good shape. This month’s Flash Report sets out what good governance looks like. KEEPING FAMILY […]
How to Help Parents—and Yourself—Live Better at 80, 90 and Beyond
They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical health and issues with memory can mean you—or your elderly parents—might require new types of never-before-needed assistance. With that in mind, here’s a […]
‘It’s the Ultimate Reset’: How Lockdown Can Improve UK and US Financial Planning
In the third and final part of their US and UK financial planning discussion, “‘It’s the ultimate reset’: How lockdown can improve UK and US financial planning,” CityWire leads a group of top advisors to take a look at what firms might learn from the lockdown and how they might come out of it stronger. […]
