Fidato Wealth Announces Two-Night Retirement Planning Course

According to a recent survey by the Employee Benefits Research Institute (EBRI), only 27% of retirees feel that they have done a good job of preparing for retirement. To help improve this statistic and educate Cleveland-area residents, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, announced a continuing

Charitable Giving, the Tax-Wise Way

Americans—especially the affluent—are some of the most charitable people in the world. * Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable […]