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...
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....
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...
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...
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
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...
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...
Financial Planner or Advisor? Which is right for you?
Are you curious who is the best option for assisting you with retirement planning?Financial Planner or Advisor? Which is right for you?