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Montini&Co Educational Media

On The Radio

Listen to Marc Montini, Founder of Montini&Co Tax Advisory Group broadcast retirement information and news on the radio, whenever it’s convenient for you!

Did Early Retirement Sneak Up on You?

Did Early Retirement Sneak Up on You? These are challenging times for so many people.  COVID-19...

Give Your Children or Grandchildren a Very Special Gift

Give Your Children or Grandchildren a Very Special Gift I was recently approached by a prospect...

Retirement Planning during COVID19

With Arizona’s COVID-19 cases spiking and another mandated shut down, you may be wondering what...

COVID-19 and Your 401(k)

The financial crisis that has come with COVID-19 has taken a significant toll on the balances of...

Why Attend a Class on Social Security

For the past four years, we have been teaching a class about social security.  You might be asking...

Protect Your Retirement with Layers of Safety

​If you are at or near retirement, the recent trend of stock market volatility could be a...

How to establish a tax-free retirement

Taxes, Taxes, Taxes. None of us like to hear that word, especially in retirement, but it’s...

What is the Stock Market Doing?

Did you see what happened to the stock market this week?  Was it up or was it down? More...

What is Wrong with Mutual Funds?

    Mutual Funds with Marc Montini While reviewing a prospective client's existing portfolio, it...

Retirement and Baby Boomers

Baby Boomers is the nickname for the generation of people born between 1943 (or 1946) and 1960 (or...

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

If you’re saving for your retirement in a 401(k), 403(b) or an IRA, you’ve probably seen that you...

Plan Retirement Right: What is Dollar Cost Averaging?

People take a variety of different approaches to investing for their retirement. Some may invest...

Plan Retirement Right: Stock Market Volatility

Drawn graph indicating volatility in the stock market Over the past few months, we’ve seen a large...

Plan Retirement Right: What’s a bond ladder, and how can it help when you retire?

One of the common concerns people have regarding their retirement is a fear of running out of...

Are you more rich than you thought?

How Rich or Poor Will You Be In Retirement? The most personal step is analyzing the assets that...

What to do in a Volatile Market

It can be unnerving to watch the wild swings we have seen in the markets over the past few weeks,...

The Man Who Was Afraid

I recently met with a client who is just starting to think about his eventual retirement... He is...

7 Things You Need To Know About Medicare

Montini&Co is providing you with this guide to Medicare. Let us know if you have any...

When Should I Retire?

This is not an easy question to answer.  When considering retirement there...

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