Montini & Co Tax Advisory Group | Phoenix, Arizona
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Retirement Lifestyle – What To Do

Retirement Lifestyle – What To Do

by MarcMontini | Feb 28, 2022 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement

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 and wondering what to do when retired and bored, it may be a relief to know that there are plenty of options out there....
Why Attend a Class on Social Security

Why Attend a Class on Social Security

by MarcMontini | Oct 29, 2019 | Financial Planning, Marc Montini, Montinico, Retirement, Social Security

For the past four years, we have been teaching a class about social security.  You might be asking yourself why it is so important to learn about your social security benefits prior to filing.  Let’s try to put the importance into context.  If your benefit was $2000 a...
How to establish a tax-free retirement

How to establish a tax-free retirement

by MarcMontini | Aug 6, 2019 | Financial Planning, Marc Montini, Montinico, Retirement, Retirement Vehicles, Tax Planning, Uncategorized

Taxes, Taxes, Taxes. None of us like to hear that word, especially in retirement, but it’s something we all accept.  Did you know it’s possible to enjoy a tax-free retirement?  Yes, you could spend 20-30 years of your retirement in a tax-free world, with...

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Meet Marc Montini

  • Home
  • About Us
    • Share With A Friend
  • Services
    • Retirement Planning
    • Financial Planning
    • Medicare Planning
    • Estate Planning Services
    • Tax Preparation
    • Insurance Planning
    • 401K Planning Services
    • Roth IRA Services
  • Resources
    • Webinars
    • Classes
    • Marc’s Blog
  • Contact Us

Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment adviser.

 

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