Fontaine Retirement Group

Fontaine Retirement Group At Fontaine Retirement Group, we take a personal approach to retirement planning. Your goals, your family, your future matter to us.

We build real relationships and help you step into retirement with confidence. The Fontaine Retirement Group is an independent Financial Planning firm that specializes in working with people that are retired or about to retire.

๐Ÿšจ Free Event AlertYou're invited to attend Fontaine Retirement Groupโ€™s Taxes in Retirement seminar:Tuesday June 9th, 202...
06/02/2026

๐Ÿšจ Free Event Alert

You're invited to attend Fontaine Retirement Groupโ€™s Taxes in Retirement seminar:

Tuesday June 9th, 2026
Nova Southeastern University - Miami Campus
6:00 pm - 7:30 pm

Learn about the โ€œtax torpedoโ€ trap and how to keep more of your retirement income.

๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฒ๐—ฟ ๐—ต๐—ฒ๐—ฟ๐—ฒ: https://go.fontaine-retirement.com/landing-page-263513

06/01/2026

There are many misunderstandings about long-term care and what Medicare covers.

Over the next month, weโ€™re talking about long-term care and your options.

In our latest video, we talk through what Medicare typically covers, where the gaps may be, and why planning ahead can be an important part of your retirement strategy.

Watch the video, and contact us with questions.

If we knew exactly how long weโ€™d live, retirement planning would be simple. Since we donโ€™t, being prepared for longevity...
05/29/2026

If we knew exactly how long weโ€™d live, retirement planning would be simple. Since we donโ€™t, being prepared for longevity becomes important. At Fontaine Retirement Group, our goal is to create a plan that helps you feel confident about the years ahead.

Planning for retirement goes beyond saving. Itโ€™s also important to plan how to use what youโ€™ve saved most effectively.If...
05/27/2026

Planning for retirement goes beyond saving. Itโ€™s also important to plan how to use what youโ€™ve saved most effectively.

If youโ€™ve been following along with our posts this month, we invite you to take the next step. Join us for our webinar ๐—ง๐—ข๐——๐—”๐—ฌ ๐—ฎ๐˜ ๐Ÿฐ:๐Ÿฌ๐Ÿฌ ๐—ฝ.๐—บ.

Strategies to Help You Save Taxes and Get More Out of Your IRA

Register here: zoom.us/webinar/register/9417714336216/WN_jq9yXAzeRdy5JgjEspjqyQ

Join us for our webinar today 5/27 at 4 PM ๐—œ๐—ฅ๐—” ๐—ฃ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ณ๐—ผ๐—ฟ ๐—•๐—ผ๐—ผ๐—บ๐—ฒ๐—ฟ๐˜€: ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐—ถ๐—ฒ๐˜€ ๐˜๐—ผ ๐—›๐—ฒ๐—น๐—ฝ ๐—ฌ๐—ผ๐˜‚ ๐—ฆ๐—ฎ๐˜ƒ๐—ฒ ๐—ง๐—ฎ๐˜…๐—ฒ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—š๐—ฒ๐˜ ๐— ๐—ผ๐—ฟ๐—ฒ ๐—ข๐˜‚๐˜ ...
05/27/2026

Join us for our webinar today 5/27 at 4 PM
๐—œ๐—ฅ๐—” ๐—ฃ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ณ๐—ผ๐—ฟ ๐—•๐—ผ๐—ผ๐—บ๐—ฒ๐—ฟ๐˜€: ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐—ถ๐—ฒ๐˜€ ๐˜๐—ผ ๐—›๐—ฒ๐—น๐—ฝ ๐—ฌ๐—ผ๐˜‚ ๐—ฆ๐—ฎ๐˜ƒ๐—ฒ ๐—ง๐—ฎ๐˜…๐—ฒ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—š๐—ฒ๐˜ ๐— ๐—ผ๐—ฟ๐—ฒ ๐—ข๐˜‚๐˜ ๐—ผ๐—ณ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—œ๐—ฅA
During the session, youโ€™ll learn both the basics and more advanced strategies in retirement planning.
Register for this free webinar and learn: http://zoom.us/.../9417714336216/WN_jq9yXAzeRdy5JgjEspjqyQ

This Memorial Day, we remember and honor the brave men and women who gave their lives in service to our country. We are ...
05/25/2026

This Memorial Day, we remember and honor the brave men and women who gave their lives in service to our country. We are forever grateful for the freedoms their sacrifice has made possible.

Boomers, do you remember pensions and companies that rewarded a lifetime of work?Retirement used to be simpler. Many peo...
05/22/2026

Boomers, do you remember pensions and companies that rewarded a lifetime of work?

Retirement used to be simpler. Many people relied on pensions and Social Security, with less worry about running out of money. For most, that (along with personal savings) was enough.

Today things are different. Pensions have largely disappeared, replaced by 401(k)s. The responsibility and risk have shifted to you.

Now retirement means making key decisions, managing income, and keeping up with ongoing rule changes, such as the SECURE Act 2.0.

Retirement today takes more planning than ever before.

If you want to learn more, reach out: app.greminders.com/c/david5/30minutecall

As a firm that builds tax planning into every retirement plan, we know this: understanding how marginal tax brackets wor...
05/20/2026

As a firm that builds tax planning into every retirement plan, we know this: understanding how marginal tax brackets work matters more than most people realize.

Not all of your income is taxed the same. Only the next dollar you earn is taxed at your highest rate, which creates opportunities to be strategic with withdrawals and income timing.

Learn how tax brackets impact your retirement. Contact us today: BOOK HERE https://go.fontaine-retirement.com/landing-consult

05/18/2026

Even celebrities, with access to top attorneys and advisors, can make costly mistakes when it comes to their estate planโ€ฆ or not have one at all.

Cases like Prince, Kurt Cobain, and Aretha Franklin show how unclear or outdated plans can lead to years of legal battles and family conflict.

Effective estate planning puts in place a clear, well-structured plan that provides confidence for your future and beyond.

The First Big Question Once You Stop WorkingAt some point, youโ€™ll retire, and one of the first major decisions youโ€™ll fa...
05/15/2026

The First Big Question Once You Stop Working

At some point, youโ€™ll retire, and one of the first major decisions youโ€™ll face is what to do with the money in your employer-sponsored retirement plan.

Many people choose to roll their funds into a traditional IRA or Roth IRA for greater control. But thatโ€™s not your only option, and itโ€™s not always the best one.

In fact, you may have up to ๐Ÿฒ ๐—ฑ๐—ถ๐—ณ๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ป๐˜ ๐—ฐ๐—ต๐—ผ๐—ถ๐—ฐ๐—ฒ๐˜€ when it comes to handling those funds, each with its own advantages and trade-offs.

Take the time to understand your options and work with a knowledgeable professional to determine what makes the most sense for you and your family.

Take the next step.

Review the ๐Ÿฒ ๐—ผ๐—ฝ๐˜๐—ถ๐—ผ๐—ป๐˜€ and contact us today: BOOK HERE
https://go.fontaine-retirement.com/landing-consult

Address

5730 SW 74th Street, Suite 800
South Miami, FL
33143

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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