by MarcMontini | Sep 18, 2023 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Risk, Retirement Vehicles, Tax Planning
This is part 2 of a blog post intended to grow the financial knowledge base of the children and grandchildren of my clients. Please go back and read part one if you haven’t already. Types of Financial Professionals There are many kinds of financial professionals... 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... 
by MarcMontini | May 25, 2023 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Vehicles, Tax Planning
TAX ACT 2017 coming to an END! What Does is mean? With the likely potential “sunset” or expiration of the Tax Cuts and Jobs Act of 2017 looming, can we expect to see a dramatic increase in taxes in the near future? Here’s what you need to know and how you should... 
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...
