Montini & Co Tax Advisory Group | Phoenix, Arizona
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Did Early Retirement Sneak Up on You?

Did Early Retirement Sneak Up on You?

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...
Why Attend a Class on Social Security

Why Attend a Class on Social Security

by MarcMontini | Oct 29, 2019 | Financial Planning, Marc Montini, Montinico, Retirement, Social Security

For the past four years, we have been teaching a class about social security.  You might be asking yourself why it is so important to learn about your social security benefits prior to filing.  Let’s try to put the importance into context.  If your benefit was $2000 a...
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...
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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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