by MarcMontini | Nov 14, 2025 | 401k, Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Risk, Tax Planning
Do you have a written retirement income plan? If you’re like most people we meet, you probably do not and here’s why that’s a problem. Financial planning for retirement requires a progression of steps in order to ensure all your goals are being... 
by MarcMontini | Aug 14, 2025 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Risk, Social Security, Tax Planning
The One Big Beautiful Bill(OBBB) passed through Congress and was signed into law by President Trump. Let’s take a close look at some of the changes that have been made under the new law and specifically the taxation of your social security... by MarcMontini | Feb 10, 2025 | 401k, Marc Montini, Montinico, Mutual Funds, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Risk, Retirement Vehicles, Tax Planning
Tax season can be stressful, but with professional and advance planning, you can minimize your tax burden and avoid last-minute surprises. At MontiniCo.com, we specialize in tax reduction strategies to help you keep more of your hard-earned money. Here are some... 
by MarcMontini | Feb 7, 2024 | Financial Planning, Foundations, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Risk, Tax Planning
It’s well known that a diverse portfolio of assets could be a way to reduce stock market risk, but have you considered the positive benefits of diversifying by portfolio management as well? The key to using multiple portfolio managers is to use managers that have... 
by MarcMontini | Aug 25, 2023 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Vehicles
*This is part one of a two-part blog post. “The intention is to help the children and grandchildren of my clients to gain insight into financial planning that they may not be getting from the traditional education system. I hope you will share both of my posts... 
by MarcMontini | Jun 29, 2023 | Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Risk, Retirement Vehicles, Tax Planning, Uncategorized
Mitigating or managing stock market risk prior to and after your retirement is an important step to ensure the sustainability of your supplemental retirement income. Let’s face it, running out of money is not an option. In this blog post I’m going to discuss the...
