Fontana Financial Planning

When the stock market drops, emotions run high—but smart investors know that downturns are part of the journey.

In this episode of Cup of Bull, we break down the best behaviors to adopt when the market is down so you can stay disciplined, avoid costly mistakes, and position yourself for long-term success.

For most families, the impact that taxes on retirement accounts can have ends up being much more impactful than estate taxes.

High quality tax planning over different phases of life (married, single, next generation) can make a significant impact on the amount of taxes paid on IRA accounts.

In this episode of Cup of Bull, we discuss for tax considerations that can have a larger impact than estate taxes:

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In this episode of Cup of Bull we break down the Augusta Rule and how you can rent your home tax free.

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In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss what happens to your business if you, the founder or owner of a business, can’t be there tomorrow?

In this video, they break down the concept of being “bus ready”—ensuring your business can run smoothly even if something unexpected happens.

Learn the key strategies for succession planning, operational continuity, and protecting the value you’ve built.

Trump Accounts are set to go live on July 4th, 2026 and any child born between 2025 and 2028 is entitled to a $1,000 seed deposit.

In this video, we break down how to claim your child’s $1,000 deposit.

You can view our full overview of the Trump accounts, including rules to be aware of, tax treatment, and a Roth super funding opportunity on our Cup of Bull YouTube channel.