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In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the complexities of inheriting large sums of money, focusing on the importance of understanding tax implications, strategic financial planning, and the need
Welcome to Cup of Bull, my name is Michael Dunham, Director of Planning here at Fontana Financial Planning, and with me today is Patrick Fontana, founder of the firm. Welcome to Cup of Bull –
If you’ve ever felt left out of the Roth IRA party because you make “too much money,” I have good news. It’s called a Backdoor Roth IRA, and it’s one of the ways for high-income
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