Fontana Financial Planning

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United States
Dallas, TX
Fontana Financial Planning

We provide financial planning. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Fontana Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

12/25/2024

Merry Christmas and a bullish New Year from Fontana Financial Planning!

11/28/2024

Wishing a happy Thanksgiving to you and yours from Fontana Financial Planning.

We hope this day is full of family and great memories!

11/26/2024

In the latest edition of "Cup of Bull", Michael and Patrick discuss two strategies to improve tax efficiency:
-Fee Tilting
-Alternate Billing

Check out the full video!

This video overviews two strategies to improve tax efficiency:-Fee Tilting-Alternate Billing

11/23/2024

Patrick Fontana recently gave his "Finance 101" presentation to the Baylor Men's Tennis team.

This weekend, Baylor will be hosting the NCAA Championships.

Go Bears!

11/14/2024

We had a great time supporting Legacy Christian Academy at their annual Legacy Night gala.

Great message from Tim Tebow as well!

11/11/2024

Wishing a happy Veteran's Day to the families that have served and sacrificed for our country.

Thank you for all you have done and continue to do for our nation!

11/03/2024

Proud supports of college tennis-Islanders Tennis

Very grateful to Fontana Financial Planning for his decade long support of Islander tennis and insightful financial planning seminars for these young Islanders!! 🏆💪❤️

11/02/2024

Have you checked your credit score recently?

In the latest episode of Cup of Bull, we review 5 easy steps you can take to improve your credit score.

Check it out!

In this video, Patrick Fontana and Michael Dunham review 5 moves to make to improve your credit score:1) Always make your payments on time and set up autopay...

10/31/2024

Happy Halloween from Fontana Financial Planning 🎃

09/03/2024

The benefits of tax deferred accounts like retirement accounts are often discussed, and rightfully so.

But, are you aware of the benefits you can get from a taxable investment account?

Check out our latest blog post to learn more about how these accounts can be utilized.

The benefits of tax-deferred accounts like 401(k)’s, IRA’s, and HSA’s, among others, are often touted and generally for good reason. That said, the benefits

08/13/2024

When market volatility happens, it is good to have a plan focused on your financial goals. In this episode of "Cup of Bull" we discuss the 4 fatal symptoms of investor irrationality.

Check it out!

In this video we discuss 4 areas where investors can act irrationality and three keys to successful investing.00:10 Introduction00:35 Loss of Purchasing Powe...

08/06/2024

Have you considered what will happen to your IRA funds when you are gone?

In this video we review the newly introduce 10 year rule and tax planning considerations to think about.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

07/26/2024

Good luck to Team USA in the Olympics!

07/04/2024

Happy 4th of July from Fontana Financial Planning!

07/02/2024

Did you know that your benefit grows each year that you delay claiming?

In this video we review how delaying Social Security works and how it can be beneficial to delay.

06/28/2024

Happy birthday to Michael Dunham Jr AND his sidekick son MJD 3 with the same birthday!!

06/18/2024

In the latest episode of Cup of Bull we review what a Roth conversion is and discuss what situations someone may elect to intentionally pay taxes.

Check it out!

fontanafinancialplanning.com

06/15/2024

We had a great time recently at the Legacy Christian Academy—Frisco, TX TJ Tomeny Legacy Classic golf tournament!

Address

12240 Inwood Road, Suite 450
Dallas, TX
75244

Telephone

+12144001001

Website

http://www.fontanafinancialplanning.com/

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Videos

Did you know that your #SocialSecurity benefit grows each year that you delay claiming? In this video we review how delaying Social Security works and how it can be beneficial to delay.

Should you write your own obituary? Patrick was joined by his father, Colonel Dennis Fontana, to discuss how he wrote his own obituary and the advice he would give to someone else on the topic. #FinancialPlanning #EstatePlanning #Family #Legacy

What is the time value of money? Our latest Finance 101 video teaches about compound interest by looking at two Joe's: Joe Early and Joe Everybody Check out our YouTube for more great content: https://www.youtube.com/@Fontana-Financial?sub_confirmation=1

What are the biggest mistakes people make when giving to charity? Often times, charitable giving can be done in a more tax efficient manner. Check out our charity page to learn more: https://fontanafinancialplanning.com/charities/ Also, check out our YouTube for other great financial planning content: https://www.youtube.com/@Fontana-Financial?sub_confirmation=1

Are you familiar with the new 529 to Roth IRA transfer rule? Check out our latest Finance 101 video to learn more. Find more great content on our YouTube channel: https://www.youtube.com/@Fontana-Financial?sub_confirmation=1

#FinancialPlanning #TaxPlanning #taxseason

How important are taxes? You are likely in the middle of gathering documents to complete your taxes. With proper planning, there can be opportunities to reduce your tax bill. Learn more here: https://fontanafinancialplanning.com/financial-planning-process/

Are you making your charitable donations in the most tax efficient way possible? Watch our latest episode of Cup of Bull to learn about the biggest mistakes people make when giving to charity. For more great content, check out our YouTube channel: https://www.youtube.com/@Fontana-Financial?sub_confirmation=1

The Stock Market is at All Time Highs: Is it Historically a Bad Time to Buy?

The S&P 500 recently hit all time highs. In this video we will explore how the market has historically performed after a new all time high and other things to consider. For more great content, check out our YouTube channel: https://www.youtube.com/@Fontana-Financial?sub_confirmation=1

What is the 529 to Roth IRA Transfer Rule?

Did you know that beginning in 2024, you can fund a 529 beneficiaries Roth IRA using funds from their 529 plan? Learn more about the rules to navigate if you would like to complete a 529 to Roth IRA transfer here. For more great content, visit our YouTube channel: https://www.youtube.com/@Fontana-Financial?sub_confirmation=1