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Who: Providing Financial Planning Solutions for business owners, medical professionals, corporate executives. Families looking for simplified solutions to their complex situation.
What to Expect: One email per month with four high-quality posts on financial planning topics that can move the needle.
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
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