by MarcMontini | Mar 18, 2023 | Financial Planning, Marc Montini, Montinico, Mutual Funds, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Vehicles, Tax Planning
What to Expect in a Retirement Evaluation Continue to read to learn about what happens in a Retirement Evaluation The During a recent tax preparation appointment (click here to sign up for a tax appointment) my client told me she was turning 62 and had some... 
by MarcMontini | Jan 19, 2023 | Financial Planning, Foundations, Marc Montini, Montinico, Mutual Funds, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Vehicles, Tax Planning
Inflation and the federal reserve’s actions to rein it in have combined to make 2022 one of the worst years investors have faced since 2008. Unfortunately, 2023 could be equally challenging as discussions of a full blown recession continue to gain momentum. Do you... 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 | Apr 25, 2019 | Marc Montini, Montinico, Mutual Funds, Uncategorized
Mutual Funds with Marc Montini While reviewing a prospective client’s existing portfolio, it is not unusual to see the portfolio filled with only mutual funds. Few people are aware that this may not be the best approach to asset management. With that being...
