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
The Awful Consequences of Non-Fiduciary Advice
Tony D’Amico provided comments to journalist Bob Veres for his article on The Awful Consequences of Non-Fiduciary Advice. In the September issue of Inside Information, Veres says his Inside Information readers—who overwhelmingly support the fiduciary standard—to tell him if they’ve ever observed this kind of damage—and if so, would they please describe it for him.