Montini & Co Tax Advisory Group | Phoenix, Arizona
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Plan Retirement Right: What is Dollar Cost Averaging?

Plan Retirement Right: What is Dollar Cost Averaging?

by MarcMontini | Feb 24, 2019 | Financial Planning, Foundations, Retirement, Retirement Vehicles, Uncategorized

People take a variety of different approaches to investing for their retirement. Some may invest in fits and starts. Whenever they “come into some extra money,” they invest some in something that seems good to them at the time. That’s a pretty random way of saving for...
Plan Retirement Right: Stock Market Volatility

Plan Retirement Right: Stock Market Volatility

by MarcMontini | Feb 23, 2019 | Financial Planning, Foundations, Retirement, Retirement Vehicles

Drawn graph indicating volatility in the stock market Over the past few months, we’ve seen a large increase in the volatility of the stock markets. In a basic sense, volatility for an investment refers to the expected range of values it might be worth over a given...
Who needs to know more about Retirement Finances?

Who needs to know more about Retirement Finances?

by MarcMontini | Feb 22, 2019 | Financial Planning, Foundations, Retirement, Retirement Vehicles, Uncategorized

(from http://retirement.theamericancollege.edu/sites/retirement/files/TAC17-Revised-Literacy-Quiz-2-v5.pdf) How’s your “financial literacy?” Do you need to know more about finances, especially concerning your retirement years? Most people do, but there is a striking...

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Events

  • SOCIAL SECURITY MAXIMIZATION CLASS
    • 03/19/2020
  • Social Security and Retirement Tax Class
    • 04/02/2020
  • Social Security and Retirement Tax Class
    • 04/16/2020

Meet Marc Montini

  • Home
  • Classes
  • Media
  • Financial Services
    • Retirement Planning
    • Financial Planning
    • Medicare Planning
    • Estate Planning
    • Tax Planning
    • Insurance Planning
    • 401K
    • Roth IRA
    • Social Security
  • Financial Market Outlook
    • Marc’s Blog
  • Resources
  • Schedule

Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment adviser.

 

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