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
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?