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 | 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.... 
by MarcMontini | Oct 6, 2020 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Uncategorized
Did Early Retirement Sneak Up on You? These are challenging times for so many people. COVID-19 has forced millions of Americans into an early retirement that they were not anticipating. Just last week the airline industry announced over 30,000 job cuts. So what are... 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... 
by MarcMontini | Apr 29, 2020 | 401k, Marc Montini, Montinico
The financial crisis that has come with COVID-19 has taken a significant toll on the balances of 401(k)s across the country. The uncertainty of how much this pandemic is going to effect the economy in the future has many people asking what they should be doing with...
