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Planning for Alpha

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Michael Dunham, CFP?的更多文章

  • 10 Ways for Business Owners to Maximize their Tax Deductions
    2025年2月13日

    10 Ways for Business Owners to Maximize their Tax Deductions

    As a business owner, the idea of maximizing tax deductions can be exciting and overwhelming. If you are like most, you…

  • What is the Super Catch-Up 401(k) Contribution?
    2025年1月29日

    What is the Super Catch-Up 401(k) Contribution?

    As retirement nears, many individuals would like to save more into tax-deferred accounts to meet their financial goals.…

  • 2025 Annual Account Funding Limits
    2025年1月16日

    2025 Annual Account Funding Limits

    As we enter 2025, it is prudent to update funding amounts for various account types to reflect new contribution limits.…

  • Smart Moves to Make During a Market Downturn
    2024年12月18日

    Smart Moves to Make During a Market Downturn

    This video reviews smart moves to make during a stock market downturn: Rebalance Portfolio Add Cash to your Portfolio…

  • What is Fee Tilting and Alternate Billing
    2024年12月4日

    What is Fee Tilting and Alternate Billing

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

    1 条评论
  • Moves to Improve your Credit Score
    2024年11月27日

    Moves to Improve your Credit Score

    In this video, Patrick Fontana and Michael Dunham review 5 moves to make to improve your credit score: 1) Always make…

  • Off to School: Guide to 529 Distributions
    2024年8月21日

    Off to School: Guide to 529 Distributions

    For most investors, the 529 account is the most used account type to save and invest for a child’s education. This type…

    1 条评论
  • 4 Fatal Symptoms of Investor Irrationality
    2024年8月14日

    4 Fatal Symptoms of Investor Irrationality

    Check out our other videos: Fontana Financial Planning YouTube Check out more content: What is a Backdoor Roth…

  • Five Action Items to Protect Yourself from Identity Theft and Cybercrime
    2024年7月19日

    Five Action Items to Protect Yourself from Identity Theft and Cybercrime

    Create an Online Social Security Account at SSA.gov This step becomes more important as you approach age 62 (the…

  • The Red Dot Chart
    2024年7月11日

    The Red Dot Chart

    All of our clients have heard this talk and many of them have heard it several times. This chart is from the JP Morgan…

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