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Fontaine Retirement Group

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Fontaine Retirement Group

At Fontaine Retirement Group, we take a personal approach to retirement planning. Your goals, your family, your future matter to us.

We build real relationships and help you step into retirement with confidence. The Fontaine Retirement Group is an independent Financial Planning firm that specializes in working with people that are retired or about to retire.

10/09/2026

𝗧𝗵𝗲 𝗙𝗲𝗱 𝗿𝗲𝗰𝗲𝗻𝘁𝗹𝘆 𝗿𝗮𝗶𝘀𝗲𝗱 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗿𝗮𝘁𝗲𝘀 𝗯𝘆 𝟬.𝟮𝟱%. 𝗪𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝘁𝗵𝗮𝘁 𝗺𝗲𝗮𝗻 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼?

Higher rates may mean more income from cash accounts, while existing bonds may lose value.

One key takeaway: 𝗯𝗼𝗻𝗱 𝗽𝗿𝗶𝗰𝗲𝘀 𝗮𝗻𝗱 𝘆𝗶𝗲𝗹𝗱𝘀 𝗺𝗼𝘃𝗲 𝗶𝗻 𝗼𝗽𝗽𝗼𝘀𝗶𝘁𝗲 𝗱𝗶𝗿𝗲𝗰𝘁𝗶𝗼𝗻𝘀. When one rises, the other falls.

Contact us to learn more about how interest rate changes may affect your retirement portfolio: fontaine-retirement.com/contact

10/07/2026

𝗬𝗼𝘂’𝘃𝗲 𝘀𝗮𝘃𝗲𝗱 𝗮𝗹𝗹 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲, 𝗮𝗻𝗱 𝗻𝗼𝘄 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝘁𝗼 𝘀𝗽𝗲𝗻𝗱 𝘆𝗼𝘂𝗿 𝘀𝗮𝘃𝗶𝗻𝗴𝘀 𝗶𝗻 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁. 𝗜𝘁’𝘀 𝘁𝗲𝗿𝗿𝗶𝗳𝘆𝗶𝗻𝗴.

It’s called the 𝘀𝗮𝘃𝗲𝗿’𝘀 𝗽𝗮𝗿𝗮𝗱𝗼𝘅.

For decades, saving was the goal. Then retirement arrives, and the rules change.

The money you spent years building is now the money you’re supposed to use.

But for many retirees, spending savings feels like they’re doing something wrong, even if they have planned wisely.

The challenge isn’t always having enough money. It’s getting comfortable using the money you worked so hard to build.

A retirement plan isn’t just about finding the answer to “Will my money last?” You need a strategy for using your savings to support the retirement you want to live out.

10/05/2026

Social Security is taxed. Surprise!

Depending on your income, up to 85% of your Social Security benefits may be subject to federal income tax.

So, how does the IRS decide?

It looks at what’s often called your combined income, which generally includes:
• Your adjusted gross income
• Tax-exempt interest
• Half of your Social Security benefits

For single filers, some benefits may become taxable once that amount exceeds $25,000, with up to 85% potentially taxable above $34,000.

For married couples filing jointly, the thresholds are $32,000 and $44,000.

And here’s why this matters: Social Security doesn’t exist in a vacuum. Your withdrawals from retirement accounts, investment income, pensions, and other sources of income can affect how much of your benefit is taxable.

That’s why retirement income planning can be about much more than simply deciding when to claim Social Security.

10/05/2026

𝗔𝗹𝗿𝗲𝗮𝗱𝘆 𝗿𝗲𝘁𝗶𝗿𝗲𝗱?

Your retirement journey doesn’t stop when you leave the workforce. Join David Fontaine for 𝗥𝗲𝗷𝘂𝘃𝗲𝗻𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁®, a comprehensive educational course designed to help retirees better understand key financial decisions in retirement.

Topics include:
✓ Retirement income planning
✓ Social Security
✓ Tax planning considerations
✓ Healthcare planning
✓ Estate planning
✓ Managing investment risk and more

𝗖𝗼𝘂𝗿𝘀𝗲 𝗥𝗲𝗴𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻: $𝟰𝟵

📍 𝗠𝗶𝗮𝗺𝗶 𝗗𝗮𝗱𝗲 𝗖𝗼𝗹𝗹𝗲𝗴𝗲 – 𝗞𝗲𝗻𝗱𝗮𝗹𝗹 𝗖𝗮𝗺𝗽𝘂𝘀

𝗧𝘂𝗲𝘀𝗱𝗮𝘆 𝗖𝗹𝗮𝘀𝘀𝗲𝘀
📅 October 6 & October 13
⏰ 10:00 a.m. – 12:00 p.m.

Reserve your seat today: financialeducatorsnetwork.com/course/7FDJZ1

10/02/2026

What’s draining your retirement account?

New pickleball outfits? Coffee out every day? Expensive family vacations?

There’s nothing wrong with spending your hard-earned money on the things you enjoy, but did you plan for it?

A good retirement plan should account for more than the basics. It should also make room for the lifestyle you actually want to live.

10/01/2026

Don’t forget to register for 𝗥𝗲𝗷𝘂𝘃𝗲𝗻𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁® — 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝗧𝗢𝗗𝗔𝗬!

Join David Fontaine for a comprehensive educational course designed for adults who are already retired and want to learn more about managing their next chapter.

During this 4-hour course, you’ll explore practical retirement strategies, including:

✓ Retirement income planning
✓ Social Security strategies
✓ Tax planning considerations
✓ Healthcare planning
✓ Estate planning basics
✓ Managing investment risk

𝗖𝗼𝘂𝗿𝘀𝗲 𝗥𝗲𝗴𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻: $𝟰𝟵

𝗠𝗶𝗮𝗺𝗶 𝗗𝗮𝗱𝗲 𝗖𝗼𝗹𝗹𝗲𝗴𝗲 – 𝗞𝗲𝗻𝗱𝗮𝗹𝗹 𝗖𝗮𝗺𝗽𝘂𝘀

𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 𝗖𝗹𝗮𝘀𝘀𝗲𝘀
📅 October 1 & October 8
⏰ 1:00 p.m. – 3:00 p.m.

Reserve your spot today and take the next step toward becoming more informed about your retirement planning options: financialeducatorsnetwork.com/course/7FDJZ1

09/30/2026

While grieving the devastating loss of a spouse, you may also face a long list of financial and legal decisions.

Here’s a checklist of what may need your attention:
• Gather important estate and account documents.
• Request copies of the death certificate.
• Contact employers, financial institutions, and insurance companies.
• Review beneficiaries, bills, and recurring payments.
• Speak with your financial, tax, and legal professionals as needed.

09/28/2026

A gallon of milk in Miami costs around $4.90 today.

On its own, a few extra cents or even a few extra dollars at the grocery store may not seem like much to worry about.

But inflation rarely affects just one thing.

It’s the milk, groceries, and gas. The homeowners insurance and utilities. The cost of going out to dinner.

And when you’re retired and living on a fixed income, those increases can add up year after year.

That’s why proper retirement planning goes beyond asking, “Do I have enough today?”

It considers what your lifestyle could cost 10, 20, or even 30 years from now and whether your retirement income strategy is built with inflation in mind.

If rising costs have you wondering whether your retirement plan is still on track, let’s take a look together. Schedule a complimentary conversation: app.greminders.com/c/david5/30minutecall

09/25/2026

Heard the term “gray marriage”? It refers to getting married later in life, often after age 60.

As dating apps make it easier to meet someone new, later-in-life marriages are becoming more common. But with retirement approaching, combining finances can bring some important decisions.

If you have questions about how marriage could affect your retirement plan, let’s talk.

09/23/2026

Do the markets keep you up at night, or do you sleep like a baby?

That may have more to do with your risk tolerance than your sleep pattern.

Market swings can feel very different from one investor to the next. Some people are comfortable riding out volatility, while others feel stressed watching their portfolio move up and down.

The “right” portfolio isn’t just about potential returns; it’s also about having a strategy you can stick with when markets get unstable.

If market volatility has you questioning your current investments, it may be time for a portfolio review.

Address

5730 SW 74th Street, Suite 800
South Miami, FL
33143

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.fontaine-retirement.com/

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Fontaine Retirement Group

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