Montini & Co Tax Advisory Group | Phoenix, Arizona
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Protect Your Retirement with Layers of Safety

Protect Your Retirement with Layers of Safety

by MarcMontini | Aug 21, 2019 | Retirement, Retirement Vehicles, Uncategorized

​If you are at or near retirement, the recent trend of stock market volatility could be a bit unnerving.  We all remember the financial crisis of 2008, and the devastating effect it had on workers who were approaching retirement. Have you thought...
How to establish a tax-free retirement

How to establish a tax-free retirement

by MarcMontini | Aug 6, 2019 | Financial Planning, Marc Montini, Montinico, Retirement, Retirement Vehicles, Tax Planning, Uncategorized

Taxes, Taxes, Taxes. None of us like to hear that word, especially in retirement, but it’s something we all accept.  Did you know it’s possible to enjoy a tax-free retirement?  Yes, you could spend 20-30 years of your retirement in a tax-free world, with...
Retirement and Baby Boomers

Retirement and Baby Boomers

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...
Plan Retirement Right: Which is better, Traditional or Roth?

Plan Retirement Right: Which is better, Traditional or Roth?

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...
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...
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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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