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...
