Videos and articles curated to assist you and your financial journey
For most investors, the 529 account is the most used account type to save and invest for a child’s education. This type of account provides for tax-deferral on the growth of the investments and if the funds are used for ‘Qualified Educational Expenses’ the funds can be withdrawn tax free.
Videos
In this episode of Cup of Bull, Patrick Fontana and Michael Dunham explore the concept of reframing in financial planning and life. They discuss insights from Barry Ritholtz’s book ‘How Not to Invest’, emphasizing the
In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the emotional reactions investors face during market downturns and emphasizes the importance of sticking to a well-thought-out investment strategy. They highlights historical
In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the complexities of inheriting large sums of money, focusing on the importance of understanding tax implications, strategic financial planning, and the need
Welcome to Cup of Bull, my name is Michael Dunham, Director of Planning here at Fontana Financial Planning, and with me today is Patrick Fontana, founder of the firm. Welcome to Cup of Bull –
If you’ve ever felt left out of the Roth IRA party because you make “too much money,” I have good news. It’s called a Backdoor Roth IRA, and it’s one of the ways for high-income
Health Savings Accounts (HSAs) are one of the best financial tools out there—offering tax advantages and long-term growth potential. But unfortunately, most people don’t use them to their full potential, and some make mistakes that
As a business owner, providing a 401(k) plan can be a game-changer for both your company and your employees. While the benefits—such as tax advantages and talent retention—are clear, many business owners have also learned
As a business owner, the idea of maximizing tax deductions can be exciting and overwhelming. If you are like most, you may feel that there is money being left on the table but unsure of
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