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
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Surprises
Making the most of surprises is a great reason to work with us.