It May Be Time To Give Your Wealth Plan A Stress Test
One of the best plans to take from the financial playbook of the Super Rich—those with a net worth of $500 million or more—is to work with professionals to help manage your financial and lifestyle concerns. But, as the Super Rich know, you can’t stop there. We also need to regularly assess whether the financial […]
Buy Experiences, Not Stuff. Here’s Why.
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really spending our money in ways that achieve those results? The answer, unfortunately, is probably not. As one world-famous Japanese “tidying expert” might say, our spending habits don’t spark joy. The […]
Recruitment Roundup: Fidato Wealth Onboards Eric Pucek As Chief Compliance Officer, Adds 2 Advisors
In this news release, we officially announce new team members Eric Pucek and Dan Yergan, plus the news about making Financial Advisor Magazine’s 2023 Top RIA Rankings.
Five Big Asset Protection Planning Mistakes – And How To Avoid Them
If you have substantial assets, you may be a target for frivolous lawsuits. That’s why it’s so important to consider asset protection strategies that can create barriers to protect your wealth. Asset protection planning employs legally accepted concepts and strategies, as well as specific financial products, to ensure a person’s wealth is not unjustly taken […]
Five Big In-Retirement Money Mistakes and How To Avoid Them
Chances are, planning for retirement is one of the most important steps—series of steps, really—that you’ll undertake in your life. Unfortunately, we don’t always put enough focus on making thoughtful decisions during our retirements. Maybe we overlook something important. Perhaps we veer off course from one or more of our strategies. As a result, much […]
Expanded Field Seats Offer Browns Fans ‘Incomparable’ Views
In this article from Crain’s Cleveland Business, Tony D’Amico, CFP® discusses his experience owning field seats at the Cleveland Browns’ Stadium.
It’s Time to Address the Financial Literacy Problem. Here’s How.
The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels in recent years. One example: Just 34 percent of adults showed high levels of financial literacy in 2018—down from 42 percent nine years earlier—based on a financial literacy test offered […]
What Are Your Biggest Financial Concerns?
It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s why it makes sense to have great clarity about the specific financial issues and concerns that are most important to you and the people you care about. Only then can […]
When Financial Uncertainty Rears Its Ugly Head
Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster that wrecks your property may cause significant distress that puts your financial future in question. And while having significant savings or an extensive resume might mitigate much of that uncertainty, […]
Making Wealth Management Decisions as a Couple
When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive at a place where you’re both happy? Consider that spouses reports higher relationship quality and stability when they feel they are both involved in financial decisions and processes. With that in […]
