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
Strongsville Financial Planning Firm is Helping Families in Need this Holiday Season: Strong Points
Fidato Wealth CEO, Tony D’Amico, CFP®, is profiled by Shirley MacFarland at Cleveland.com on his good works in this article, Strongsville financial planning firm is helping families in need this holiday season: Strong Points.
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.
Fidato Wealth and Adopt-a-Family Teaming Up for the Fourth Year in a Row to Spread Christmas Cheer
For the fourth year in a row, Fidato Wealth announced their involvement with the “Adopt-a-Family for Christmas” program, joining with clients and friends to collect gifts for a local family this holiday season. Read more in Fidato Wealth and Adopt-a-Family Teaming Up for the Fourth Year in a Row to Spread Christmas Cheer.
Ohio-Based Fidato Wealth Expands Staff to Stay Ahead of Growth and Proactively Serve Client Needs
In Ohio-Based Fidato Wealth Expands Staff to Stay Ahead of Growth and Proactively Serve Client Needs, Fidato Wealth, a Strongsville, Ohio-based Registered Investment Advisor and Wealth Management firm, announced today that two experienced advisers have been added to their growing staff. Founded by CEO Tony D’Amico, CFP®, Fidato Wealth is an independent, fee-based financial advisory
Holistic Tech
For Tony D’Amico, profiled in “Holistic Tech” in insurancenewsnet Magazine, technology and fiduciary duty go together at his aptly named firm, Fidato. The seven-person registered investment advisor agency outside of Cleveland focuses on helping near-retirees become secure retirees.
What Is Funeral Insurance and Do You Need It?
Tony D’Amico, CEO Fidato Wealth, tells RothIRA.com that you’re often better off saving for final expenses rather than paying for a policy to cover them in What is Funeral Insurance and Do You Need It? “It’s important for a consumer to do the math before they buy,” D’Amico cautions. “If they ‘guesstimate’ their life expectancy […]
5 Ways Small Business Owners Can Start Preparing for Retirement
In 5 Ways Small Business Owners Can Start Preparing for Retirement, Tony D’Amico, CEO and senior wealth advisor at Fidato Wealth, recommends forming a network of support resources to anyone who hopes to sell their business as part of their retirement strategy. “It is very important to work with an accountant ahead of the sale to
Tapping Retirement Funds for Tuition Is a Terrible Idea
In Tapping Retirement Funds for Tuition Is a Terrible Idea, Coryanne Hicks quotes Tony D’Amico, CFP® Fidato Wealth on missing growth of tax-free compound interest as saying, “If somebody is borrowing from their retirement, they’re really affecting how compounding works.”
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
