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Home
Our Process
About Us
Charities
Our Team
Patrick Fontana
Michael Dunham
Chad Hoener
Telissa Davis
Resources
Blog
Videos
Finance 101
Subscribe to our Newsletter
Cup of Bull
Client Access
Contact Us
Videos
Learn More About Us And What We Do
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35 Videos
How to Fund Healthcare in Retirement Tax-Free Using an HSA
Maximize Your Roth: How to Decide the Right Conversion Amount
Retire Well: The Power of a Comprehensive Financial Plan
Sell or Rent Your Home? Pros & Cons You Must Know Before Moving!
The Biggest Tax Mistake Early Retirees Make
Strategies to Give to Charity in 2025
One Big Beautiful Tax Bill | 2025 Tax Bill Proposal Update
Should I Make Roth Retirement Contributions
Gifting Strategies to Save on Taxes
Lessons on Life and Investing
Financial Planning Considerations when Inheriting Large Sums of Money
Overcoming Market Downturns
Common Investing Mistakes
Moves to Improve your Credit Score
How to Pay for College with a 529
What is the SECURE Act 10 Year Rule?
What is an HSA?
How Much is Your Cash Costing You?
What is the Augusta Rule?
Wha is a QCD?
Red Dot Chart
How Important Are Taxes
What is the 529 to Roth IRA Transfer Rule?
Time Value of Money: Joe Early vs Joe Everybody
Common Sense
Ross Lofts
Charitable Giving
The Red Book Story
Our Planning Process
Secure Act
Tennis and Financial Planning
Business Owner Tax Strategies
Fitness, Food, and Financial Planning
Estate Planning
Cup of Bull
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