Fidato Wealth

07/16/2026

Year-end reviews often occur when you’re already dealing with holiday tasks and annual work deadlines. This month’s Flash Report from Fidato Wealth, “Start Your Summer with a Midyear Financial Checkup,” highlights the benefits of reviewing your wealth plan in July—and what should go into that review.

06/15/2026

We all know how important our health is, but we don’t always make it a top priority. Given our very busy lives, it can be easy to set healthy choices and routines on the back burner, and wait until there’s a real problem before we give our health the attention it deserves.

This month’s Flash Report from Fidato Wealth, "A Common Sense Guide to Heart Health," spells out the specific steps that can keep us as healthy and as active as possible—for as long as possible. I hope you and your family can incorporate its recommendations to achieve the quality of life you deserve.

05/19/2026

Too many of us put our work first and our lives second—and end up with little to no time for ourselves, our health, our families and all the other aspects of life that really matter to us. But it doesn’t have to be that way.

In this month’s Flash Report from Fidato Wealth, "Reclaim Your Time: Finding the Right Work-Life Balance," you’ll discover actionable steps you can take to prioritize the people you care about most—and build impenetrable walls around yourself that empower you to live a fuller, more meaningful life. You’ll also see how putting yourself first can actually lead to more success and wealth.

If you’re constantly overcommitted to work or other types of professional responsibilities—or if someone you care about is—I urge you to read this valuable report.

04/15/2026

Success can come with a major downside: It can make you a potential magnet for frivolous and unfounded lawsuits as well as other attacks that can wreak havoc on your financial health and stability. This month’s Flash Report from Fidato Wealth, “A Wall Around Your Wealth: The Importance of Asset Protection,” reveals four key action steps you should consider taking to help safeguard the wealth you’ve worked so hard to build. Find out more below:

03/16/2026

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.

This month’s Flash Report from Fidato WealthFidato Wealth, “Charitable Lead Trusts Can Help You To Help Many,” examines one philanthropic tool that can potentially help you strike the right balance for you between those two objectives. Read the full report below:

02/20/2026

Register now for a special Retirement Planning Today® course hosted by Fidato Wealth, offered through Lorain County Community College and held at the Ehrnfelt Recreation and Senior Center in Strongsville. This in-person course has two different sessions to choose from:

- Session 1: Thursdays, March 12th and March 19th from 6-8:30pm - Register here: https://lcccnoncredit.pdx.catalog.canvaslms.com/browse/clll/courses/retirement-planning-today-strongsville-march-12-2026

- Session 2: Tuesdays, March 17th and March 24th from 6-8:30pm - Register here: https://lcccnoncredit.pdx.catalog.canvaslms.com/browse/clll/courses/retirement-planning-today-strongsville-march-17-2026

Even if you've attended our course in the past, consider joining us again. The course has evolved significantly since its inception in 2011. Tuition is only $59 and includes a 200+ page digital book. During this educational course, all examples will be noncommercial, and no specific financial products will be discussed or sold.

This course has been designed for those ages 50 and over who wish to educate themselves about planning for a successful . This course will help you determine if you are on track to accomplish your , and provides comprehensive, objective knowledge you can easily apply to your situation. This course not only covers fundamental planning topics, but also advanced on how to integrate , , , strategies, and for the most ideal outcome.

Click here to learn more:https://files.constantcontact.com/c01238bf101/101444e3-8c06-4fee-a665-9ce3f7595f4d.pdf

02/16/2026

Retirees often experience social and emotional hurdles that can not only dampen their fun, but also create the potential for big problems. This month’s Flash Report from Fidato Wealth, “Addressing Retirement’s Important Non-Financial Challenges,” examines how to deal with these issues through seven action steps. Read the full report below:

02/03/2026

Fidato Wealth's Marissa Beyer was featured in this article from the New York Times, housing a quiz to help you test your - including your knowledge of credit cards, buying a home, saving for college or , and other things that affect your wallet.

When it comes to when to refinance your mortgage, Marissa said: "If you can lower your mortgage interest rate by at least 1 percentage point, refinancing might make sense. However, each situation is unique. Houses in high-growth areas will appreciate in value, which could make refinancing a good decision."

In regards to , Marissa said: "Inflation can sneak up on you, especially with clients on a fixed income. At first, they may not feel an impact. But after a few years, they realize costs are adding up and they’re not able to buy as much."

Deciding what steps to take in your financial life can feel overwhelming, and when it comes to money, what you don’t know can cost you - so utilize this quiz to help you make smarter money decisions in the year ahead.

Access the quiz here: https://www.nytimes.com/2026/01/30/business/financial-knowledge-quiz.html

Test your knowledge of credit cards, buying a home, saving for college or retirement and other things that affect your wallet.

01/30/2026

Register now for a special Retirement Planning Today® course hosted by Fidato Wealth, offered through Lorain County Community College and held at the LCCC Campana Center for Ideation and Invention in Elyria. This in-person course has two different sessions to choose from:

• Session 1: Thursdays, February 19th and February 26th from 6-8:30pm - Register here: https://lcccnoncredit.pdx.catalog.canvaslms.com/browse/clll/courses/retirement-planning-today-feb-29-2026

• Session 2: Tuesdays, February 24th and March 3rd from 6-8:30pm - Register here: https://lcccnoncredit.pdx.catalog.canvaslms.com/browse/clll/courses/retirement-planning-today-feb-24-2026

Even if you've attended our course in the past, consider joining us again. The course has evolved significantly since its inception in 2011. Tuition is only $59 and includes a 200+ page digital book. During this educational course, all examples will be noncommercial, and no specific financial products will be discussed or sold.

This course has been designed for those ages 50 and over who wish to educate themselves about planning for a successful . This course will help you determine if you are on track to accomplish your , and provides comprehensive, objective knowledge you can easily apply to your situation. This course not only covers fundamental planning topics, but also advanced on how to integrate , , , strategies, and for the most ideal outcome.

Click here to learn more:https://files.constantcontact.com/c01238bf101/01cc9e13-a8e2-4692-b48f-05254ebfcbc0.pdf

01/16/2026

When a client couple divorces, are often caught in the middle—navigating emotional complexity while maintaining integrity.

Marissa Beyer of Fidato Wealth shares practical strategies in this Barron's Advisor article for managing these sensitive transitions, including setting clear expectations from the start. For example, Fidato Wealth requires clients to promptly report changes in household status and ensures both parties are notified of any joint account distributions.

Read the full article in Barron's:
https://www.barrons.com/advisor/articles/divorce-financial-advisor-managing-clients-2e870684

An ungated version of the article is also available on MSN:
https://www.msn.com/en-us/money/savingandinvesting/it-s-hard-to-manage-relationships-with-divorcing-couples-how-these-financial-advisors-do-it/ar-AA1UizMd

Financial advisors explain how they weigh client relationships, ethical boundaries, and conflicts when their clients split up.