What To Do With So Much Optimism?

Investors’ confidence in their ability to fund their retirement is up dramatically this past year, but it may be a misplaced confidence, says financial advisor Tony D’Amico in this article, “What to do with so much optimism?” in Financial Advisor Magazine by Karen DeMasters.

Advisors Learn Lasting Lessons From Their Favorite Business Books

In Advisors Learn Lasting Lessons From Their Favorite Business Books by Morey Stettner in Investor’s Business Daily, Tony D’Amico of Fidato Wealth, recommends his clients read Bershire Hathaway’s annual shareholder letter, stating that Warren Buffet believes that the economy will do well over time and that people shouldn’t bet against America.

The Big Mistake You’re Making With Your HSA

Rebecca Lake at US News & World Report writes in The Big Mistake You’re Making With Your HSA that one thing people often don’t realize is that HSA funds can be tapped for other expenses in retirement. “You can take money out of an HSA after age 65 for non-medical expenses without a penalty,” says Tony

Use a Positive Client Experience as a Model

In Use a Positive Client Experience as a Model, Tony D’Amico, CFP®, Fidato Wealth, recounts using a couple’s smart decisions about estate planning as inspiration for other clients.