by MarcMontini | Nov 14, 2025 | 401k, Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Risk, Tax Planning
Do you have a written retirement income plan? If you’re like most people we meet, you probably do not and here’s why that’s a problem. Financial planning for retirement requires a progression of steps in order to ensure all your goals are being... 
by MarcMontini | Feb 10, 2025 | 401k, Marc Montini, Montinico, Mutual Funds, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Risk, Retirement Vehicles, Tax Planning
Tax season can be stressful, but with professional and advance planning, you can minimize your tax burden and avoid last-minute surprises. At MontiniCo.com, we specialize in tax reduction strategies to help you keep more of your hard-earned money. Here are some... by MarcMontini | Jan 5, 2023 | 401k, Financial Planning, Foundations, Marc Montini, Montinico, Mutual Funds, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Vehicles, Social Security, Tax Planning
I recently met with a couple who were told by their current financial advisor that they only had a 68% chance of success in retirement. Imagine getting on an airplane and hearing the pilot say, “Thank you for joining us on ABC Airlines. We expect a smooth flight and... 
by MarcMontini | Nov 7, 2022 | 401k, Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Vehicles, Tax Planning
How an Annuity Can Protect Against Stock Market Losses With the stock market volatility we’ve seen this year, annuities have become a popular way to mitigate risk for a portion of a portfolio. Annuities are a contract between you and an insurance company and should... 
by MarcMontini | Sep 9, 2020 | 401k, Financial Planning, Marc Montini, Montinico, Uncategorized
Give Your Children or Grandchildren a Very Special Gift I was recently approached by a prospect who wanted to put some money into an account for his two infant grandchildren. His thought was to start with $10,000 each and that would cover him for birthday’s and... 
by MarcMontini | Apr 29, 2020 | 401k, Marc Montini, Montinico
The financial crisis that has come with COVID-19 has taken a significant toll on the balances of 401(k)s across the country. The uncertainty of how much this pandemic is going to effect the economy in the future has many people asking what they should be doing with...
