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 | Jan 5, 2023 | 401k, Financial Planning, Foundations, Marc Montini, Montinico, Mutual Funds, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Vehicles, Social Security, Tax Planning
I recently met with a couple who were told by their current financial advisor that they only had a 68% chance of success in retirement. Imagine getting on an airplane and hearing the pilot say, “Thank you for joining us on ABC Airlines. We expect a smooth flight and... 
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...
