Where Tax & Retirement Planning Come Together

We're your one stop shop for Tax and Retirement Planning.

The Tax Client and the Retirement Evaluation

What to Expect in a Retirement Evaluation Continue to read to learn about what happens in a Retirement  Evaluation  The During a recent tax preparation appointment (click here to sign up for a tax appointment) my client told me she was turning 62 and had some...

Mitigating Further Stock Market Losses

Inflation and the federal reserve’s actions to rein it in have combined to make 2022 one of the worst years investors have faced since 2008.  Unfortunately, 2023 could be equally challenging as discussions of a full blown recession continue to gain momentum.  Do you...

Why You NEED a Second Opinion

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...

Tips On Evaluating Your Retirement

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...

Protecting Yourself from Stock Market Losses

How an Annuity Can Protect Against Stock Market Losses With the stock market volatility we’ve seen this year, annuities have become a popular way to mitigate risk for a portion of a portfolio.  Annuities are a contract between you and an insurance company and should...

Retirement Lifestyle – What To Do

What To Do In Retirement Retirement is what you make it. It can be enriching and relaxing, or adventure-filled and invigorating! If you’re sitting and wondering what to do when retired and bored, it may be a relief to know that there are plenty of options out there....

Did Early Retirement Sneak Up on You?

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...

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 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...

Retirement Planning during COVID19

With Arizona’s COVID-19 cases spiking and another mandated shut down, you may be wondering what you should be doing with your retirement finances. We want you to know we are here and ready to help. We are trying to respect your space with the virus floating around to...

COVID-19 and Your 401(k)

The financial crisis that has come with COVID-19 has taken a significant toll on the balances of 401(k)s across the country. The uncertainty of how much this pandemic is going to effect the economy in the future has many people asking what they should be doing with...

Protecting Yourself from Stock Market Losses

With the stock market volatility we’ve seen this year, annuities have become a popular way to mitigate risk for a portion of a portfolio. Annuities are a contract between you and an insurance company and should be viewed as an asset class. As with all asset classes such as stocks, bonds and real estate, annuities can be used as an additional option to diversify your entire portfolio. Let’s look at how an annuity can help you.

Montini&Co is a Registered Investment Advisory (RIA) firm with a simple, clear mission: to truly work directly for our clients. At Montini&Co, we provide comprehensive financial planning and investment management tailored to meet each client’s needs and goals.

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11811 N Tatum Blvd #1090 Phoenix, AZ 85028

(480) 428-8005

Marc@Montinico.com