Designing Patterns for Financial Success
Your financial picture is fully intertwined with your behavior around money, your strategy for wealth management, and your overall life’s goals.At Fibonacci Wealth Alliance, we understand the importance of combining the art and science of financial planning and investment management to help design your individual success.
Find out more about our wealth management services.
Helpful Content
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Buying a Home
A look at what you need to think about when buying a home.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.