Montini & Co Tax Advisory Group | Phoenix, Arizona
  • Home
  • About Us
    • Common Retirement Questions
    • Share With A Friend
  • Services
    • Retirement Planning
    • Financial Planning
    • Medicare Planning
    • Estate Planning Services
    • Tax Preparation
    • Insurance Planning
    • 401K Planning Services
    • Roth IRA Services
  • Resources
    • Webinars
    • Classes
    • Marc’s Blog
  • Contact Us
Select Page
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...
Did Early Retirement Sneak Up on You?

Give Your Children or Grandchildren a Very Special Gift

by MarcMontini | Sep 9, 2020 | 401k, Financial Planning, Marc Montini, Montinico, Uncategorized

Give Your Children or Grandchildren a Very Special Gift I was recently approached by a prospect who wanted to put some money into an account for his two infant grandchildren.  His thought was to start with $10,000 each and that would cover him for birthday’s and...
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...
What is the Stock Market Doing?

What is the Stock Market Doing?

by MarcMontini | May 15, 2019 | Financial Planning, Marc Montini, Montinico, Uncategorized

Did you see what happened to the stock market this week?  Was it up or was it down? More importantly, what effect did it have on your retirement savings? If you are like most people planning for a retirement of some sort, you probably do not know because you don’t...
What is Wrong with Mutual Funds?

What is Wrong with Mutual Funds?

by MarcMontini | Apr 25, 2019 | Marc Montini, Montinico, Mutual Funds, Uncategorized

    Mutual Funds with Marc Montini While reviewing a prospective client’s existing portfolio, it is not unusual to see the portfolio filled with only mutual funds. Few people are aware that this may not be the best approach to asset management.  With that being...
« Older Entries

Request a Free Retirement Evaluation!

retirement eval
First
Last

Meet Marc Montini

  • Home
  • About Us
    • Common Retirement Questions
    • Share With A Friend
  • Services
    • Retirement Planning
    • Financial Planning
    • Medicare Planning
    • Estate Planning Services
    • Tax Preparation
    • Insurance Planning
    • 401K Planning Services
    • Roth IRA Services
  • Resources
    • Webinars
    • Classes
    • Marc’s Blog
  • Contact Us

Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment adviser.

 

Website and Marketing by Dotcom.Marketing

  • Facebook
  • Twitter
  • Instagram