Videos and articles curated to assist you and your financial journey
Subscribe to Cup of Bull: In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the concept of Roth conversions, emphasizing the importance of strategic tax planning for retirement. They explain how individuals can benefit from converting pre-tax retirement accounts to Roth accounts, particularly around specific life
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on the growth of the investments and if the funds are used for ‘Qualified Educational Expenses’ the funds can be withdrawn tax free.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
Subscribe to Cup of Bull: In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the concept of Roth conversions, emphasizing the importance of strategic tax planning for retirement. They explain how
Subscribe to Cup of Bull: In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the importance of financial independence over traditional retirement, emphasizing the need for a solid financial plan that
Are you planning a move and torn between selling or renting out your current home? In this video, we break down the key factors you need to consider — from financial implications and tax considerations
Subscribe to Cup of Bull! In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the critical tax mistakes individuals make as they enter retirement. They emphasizes the importance of understanding the
Subscribe to Cup of Bull! In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss various strategies for charitable giving, focusing on maximizing tax benefits. They explain the importance of understanding individual
Subscribe to Cup of Bull! In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the advantages of Roth accounts, emphasizing their tax-free growth potential and strategic importance in financial planning. They
Subscribe to Cup of Bull! In this episode of Cup of Bull, Michael Dunham and Patrick Fontana discuss effective strategies for gifting to children, particularly through the lens of business ownership. They explore various methods
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
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