Where Tax & Retirement Planning Come Together
We're your one stop shop for Tax and Retirement Planning.
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...
Did Early Retirement Sneak Up on You?
Did Early Retirement Sneak Up on You? Now what?
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...
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...
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...
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

