Charitable Lead Trusts Can Help You To Help Many
If you’re like many investors, you may feel you’re in a kind of tug-of-war between two financial goals: 1) leaving money to your heirs and 2) benefiting organizations that are meaningful to you and that help people who need it. The good news: There are philanthropic tools that can potentially help you strike the right […]
ADDRESSING RETIREMENT’S IMPORTANT NONFINANCIAL CHALLENGES
Retirement is supposed to be idyllic, but it too often comes with social and emotional challenges. That’s likely always been the case, but it may be increasingly common. One possible reason: We’re living longer (in some cases, much longer) than past generations—which, in turn, allows more time for issues such as anxiety, depression and cognitive […]
Marissa Beyer Featured in The New York Times: How Strong Is Your Financial Knowledge? Take Our Quiz.
Fidato Wealth’s Marissa Beyer was featured in this article from the The New York Times, housing a quiz to help you test your Financial Knowledge.
Marissa Beyer Featured in Barron’s: It’s hard to manage relationships with divorcing couples. How these financial advisors do it.
Marissa Beyer discusses how to manage relationships with divorcing couples from a financial advisor’s position.
WOMEN, RETIREMENT AND LONGEVITY
Funding a comfortable retirement has the potential to be a challenging process for anyone. But women, in particular, are especially likely to confront a number of financial risks during their 60s, 70s and beyond. The main reason: Women have a well-established history of living longer than men as well as building less wealth than men […]
YOUR MIND WANTS YOU TO MAKE MENTAL MONEY MISTAKES
Behavioral finance—the study of people’s biases about money and investing, and how those biases impact decision making—has become a hot topic. A pioneer in the field even was awarded the Nobel Memorial Prize in Economic Sciences for his work a few years ago. Understanding some key aspects of behavioral finance can potentially help you make […]
SEVEN WAYS TO MAKE BETTER DECISIONS
Every day—all day, it seems—we make decisions. Many are minor and made almost automatically. Some are far more important. And a select few may be crucial to the outcomes that occur in our lives. So, wouldn’t it be nice if we could take steps that might help us consistently make better decisions? Of course, “a […]
THREE THINGS TO DO BEFORE YOU STRESS TEST
In recent years, we’ve seen stress testing become an increasingly common action step taken by wealthy families and their advisors. At its core, stress testing is a formal process designed to put a wealth plan (or certain components of it) through its paces. That means evaluating and assessing it to see if the strategies being […]
Brennan Thiergartner Interviewed on Yahoo! Finance: 3 Trends that are Powering Gen Z’s Savings: Expert Weighs In
Brennan Thiergartner joins Mind Your Money with Allie Canal to examine some of the ways Gen Z is saving.
Marissa Beyer quoted in Barron’s: Motivating Employees Isn’t Always Easy. How Leaders at Top Wealth Management Firms Do It.
Marissa Beyer of Fidato Wealth was quoted in this Barron’s article, sharing effective ways to motivate and empower employees.