by MarcMontini | Oct 6, 2020 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Uncategorized
Did Early Retirement Sneak Up on You? These are challenging times for so many people. COVID-19 has forced millions of Americans into an early retirement that they were not anticipating. Just last week the airline industry announced over 30,000 job cuts. So what are... 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 | Jul 7, 2020 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement
With Arizona’s COVID-19 cases spiking and another mandated shut down, you may be wondering what you should be doing with your retirement finances. We want you to know we are here and ready to help. We are trying to respect your space with the virus floating around to... 
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... 
by MarcMontini | Oct 29, 2019 | Financial Planning, Marc Montini, Montinico, Retirement, Social Security
For the past four years, we have been teaching a class about social security. You might be asking yourself why it is so important to learn about your social security benefits prior to filing. Let’s try to put the importance into context. If your benefit was $2000 a... 
by MarcMontini | Aug 6, 2019 | Financial Planning, Marc Montini, Montinico, Retirement, Retirement Vehicles, Tax Planning, Uncategorized
Taxes, Taxes, Taxes. None of us like to hear that word, especially in retirement, but it’s something we all accept. Did you know it’s possible to enjoy a tax-free retirement? Yes, you could spend 20-30 years of your retirement in a tax-free world, with...
