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
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.