Financial Market Outlook

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

Do I Need a Retirement Income Plan?

Do you have a written retirement income plan? If you’re like most people we meet, you probably do not and here’s why that’s a problem. Financial planning for retirement requires a progression of steps in order to ensure all your goals are being...

No Tax on Social Security, let’s review the new law

The One Big Beautiful Bill(OBBB) passed through Congress and was signed into law by President Trump. Let’s take a close look at some of the changes that have been made under the new law and specifically the taxation of your social security...

Planning Ahead for Tax Season

Tax season can be stressful, but with professional and advance planning, you can minimize your tax burden and avoid last-minute surprises. At MontiniCo.com, we specialize in tax reduction strategies to help you keep more of your hard-earned money. Here are some...

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...

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Marc@Montinico.com

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