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 | 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 | Feb 25, 2019 | Financial Planning, Phoenix Retirement, Retirement, Retirement Vehicles, Uncategorized
Baby Boomers is the nickname for the generation of people born between 1943 (or 1946) and 1960 (or 1964).[1] That means this year, in 2019, the very youngest of the Baby Boomers will turn 55 years old. Back when they entered the workforce, they probably imagined... 
by MarcMontini | Feb 24, 2019 | Financial Planning, Phoenix Retirement, Retirement, Retirement Vehicles, Uncategorized
If you’re saving for your retirement in a 401(k), 403(b) or an IRA, you’ve probably seen that you can choose Traditional or Roth for your account. What does that mean, and which is better for you? Very simply, a retirement account described as “Roth” is one where you... 
by MarcMontini | Feb 21, 2019 | Financial Planning, Phoenix Retirement, Retirement, Retirement Vehicles, Uncategorized
One of the common concerns people have regarding their retirement is a fear of running out of money. We all want our retirement income to last as long as we do, and many of us also want to be able to leave something beyond that to our heirs. Those are legitimate... 
by MarcMontini | Sep 18, 2018 | Marc Montini, Montinico, Phoenix Retirement, Retirement, Uncategorized
This is not an easy question to answer. When considering retirement there are items that need to be addressed such as financial stability, taxes and what you’re really going to do when you grow up. There is no definitive age as to when a person...
