Fontana Financial Planning

05/30/2026

Today, we’re proud to celebrate an important milestone for our partner, Chad Hoener, as he marks his one-year anniversary with our firm.

Over the past year, Chad has made a tremendous impact through his dedication to clients, commitment to excellence, and collaborative leadership.

Congratulations on a great first year and all that is to come!

Onward and upward!

Fontana Financial Planning offers personalized financial strategies in Dallas, TX. We help you plan, invest, and build long-term financial confidence.

05/02/2026

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.

04/29/2026

Did you know the options for leftover 529 funds were recently expanded and now include the ability to fund a Roth IRA?

Learn more:

529 Plans Expanded Uses Under New Rules

32 likes. "529 Plans Expanded Uses Under New Rules"

04/22/2026

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:

youtube.com/watch?v=JKYuQVxBbWY&feature=youtu.be

04/18/2026

Did you know you can use your HSA to endow your healthcare in retirement?

We break down how to utilize the HSA in your financial plan here:

In this conversation, Michael Dunham and Patrick Fontana discuss the benefits and strategies of using Health Savings Accounts (HSAs) for tax-free savings and...

04/15/2026

Patrick Fontana was recently quoted in a CNBC article covering retirement planning pitfalls.

Check it out:

While a big retirement account balance is a good problem to have, it can come with challenges, financial advisors say.

04/11/2026

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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.

Check it out!

04/09/2026

It is with great pleasure that we announce that our founder, Patrick Fontana, has received the honor of being named to the 2026 edition of Forbes list of Best-In-State Wealth Advisors.

This marks the fourth consecutive year receiving this honor.

Thank you to our fantastic clients and partners, without you this would not be possible.

04/07/2026

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.

04/01/2026

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.