Fontana Financial Planning

A large appreciated stock position can be both a blessing and a challenge.

Many investors hesitate to sell because they don’t want to trigger capital gains taxes. Others hold too much of a single stock and unknowingly take on significant concentration risk.

The reality is that there isn’t a one-size-fits-all solution.

In our latest YouTube video, we discuss several planning strategies that may be appropriate depending on your situation, including:

* Charitable gifting of appreciated stock
* Donor-advised funds
* Securities-based lines of credit
* Exchange funds
* Gifting strategies
* When simply selling may actually be the best financial decision

If you’ve accumulated significant wealth in a single stock position, this video will help you better understand the planning opportunities available before making your next move.

▶️ Watch the full video here: https://youtu.be/WFL8CNHVoCM?is=4PpdmtruWuz4YGBM

Financial Planning Strategies for Appreciated Stock If you've built a large position in a single stock, you've probably...

Congratulations to our Director of Planning, Michael Dunham, CFP®, for being named #130 on the AdvisorHub Advisors to Watch list.

Did you know a married retired couple in 2026 could legally realize $148,400 of income while paying $0 in federal income taxes.

But here's the catch...

While paying no taxes sounds great, it may actually be one of the biggest tax mistakes retirees can make.

In the latest episode of Cup of Bull we break down why it may make sense to intentionally pay taxes even if you don’t have to.

How to Legally Pay $0 in Taxes on $148,400 of Retirement Income (And Why You May Not Want To) This retirement tax planning case study shows how a married retired...

Did you know you may be able to contribute up to $80,000+ to your 401(k) this year? For high-income earners and business owners, the Mega Backdoor Roth 401(k) is one of the most powerful retirement savings and tax-planning strategies available—but many people don't know it exists.

In this episode of Cup of Bull, Michael Dunham explains how the Mega Backdoor Roth strategy works, who qualifies, and how you may be able to build significantly more tax-free retirement wealth.

Mega Backdoor Roth 401(k) Explained: How to Potentially Contribute $80,000+ to Your 401(k) in 2026 Did you know you may be able to contribute up to $80,000+ to your 4...