by MarcMontini | Jan 19, 2023 | Financial Planning, Foundations, Marc Montini, Montinico, Mutual Funds, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Vehicles, Tax Planning
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... 
by MarcMontini | Sep 9, 2020 | 401k, Financial Planning, Marc Montini, Montinico, Uncategorized
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...
