Where Tax & Retirement Planning Come Together

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Why Multiple Money Managers are Better than One

It’s well known that a diverse portfolio of assets could be a way to reduce stock market risk, but have you considered the positive benefits of diversifying by portfolio management as well? The key to using multiple portfolio managers is to use managers that have...

Millennial Investing 101 – Part 2

This is part 2 of a blog post intended to grow the financial knowledge base of the children and grandchildren of my clients.  Please go back and read part one if you haven’t already. Types of Financial Professionals There are many kinds of financial professionals...

Millennial Investing 101 – Part 1

*This is part one of a two-part blog post. "The intention is to help the children and grandchildren of my clients to gain insight into financial planning that they may not be getting from the traditional education system.  I hope you will share both of my posts on...

How We Manage Risk

Mitigating or managing stock market risk prior to and after your retirement is an important step to ensure the sustainability of your supplemental retirement income.  Let’s face it, running out of money is not an option.  In this blog post I’m going to discuss the...

What to Expect as Tax Act of 2017 Ends.

TAX ACT 2017 coming to an END! What Does is mean? With the likely potential “sunset” or expiration of the Tax Cuts and Jobs Act of 2017 looming, can we expect to see a dramatic increase in taxes in the near future?  Here’s what you need to know and how you should...

Financial Planner or Advisor?  Which is right for you?

Do You Need a Financial Planner or Financial Advisor?  Which is right for your needs at this time? Keep reading.. To answer this question, we need to take a closer look at all of the financial professionals who could help you grow your retirement, protect your assets,...

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...

Millennial Investing 101 – Part 1

The intention is to help the children and grandchildren of my clients to gain insight into financial planning that they may not be getting from the traditional education system.  I hope you will share both of my posts on this topic with your children and grandchildren.  I’m happy to meet with them for a no-cost consultation to further their education. – Marc Montini

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.

Disclaimer: The commentary on this Montini & Co Tax Advisory Group blog reflects the personal opinions, viewpoints and analyses of the author, Marc Montini, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security, or any security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources that is included in any commentary, but in no way guarantees its accuracy or completeness.

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