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  • About Us
    • Our Mission
    • Our Pledge
    • Our Team
    • Values & Culture
  • Our Focus
    • Comprehensive Retirement Planning
    • Family Wealth Management
    • Wealth Planning for Executives
    • Value Acceleration & Business Transition
    • New Client Requirements
  • Experience
  • Learning Center
    • Retirement Planning Classes
    • Wealth & Life Podcast
    • Videos
    • Featured Articles
    • Blog
    • Webinars

Month: September 2017

Is the Money Yours, Mine or Ours? Combining Finances in Later Life Can Result in Some Knotty Tangles

Fidato Wealth CEO, Tony D’Amico, CFP®, is quoted in this article by Anne Field for AARP, entitled, “Is the Money Yours, Mine or Ours? Combining finances in later life can result in some knotty tangles.” Two of Tony’s clients are featured in this article, as an example of how to wisely join finances with a

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