by MarcMontini | Nov 14, 2025 | 401k, Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Risk, Tax Planning
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... 
by MarcMontini | Aug 14, 2025 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Risk, Social Security, Tax Planning
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... 
by MarcMontini | Feb 7, 2024 | Financial Planning, Foundations, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Risk, Tax Planning
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... 
by MarcMontini | Sep 18, 2023 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Risk, Retirement Vehicles, Tax Planning
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... by MarcMontini | Aug 25, 2023 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Vehicles
*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...
