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
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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 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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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.