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 | 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 | Jun 29, 2023 | Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Risk, Retirement Vehicles, Tax Planning, Uncategorized
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... by MarcMontini | Jan 5, 2023 | 401k, Financial Planning, Foundations, Marc Montini, Montinico, Mutual Funds, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Vehicles, Social Security, Tax Planning
I recently met with a couple who were told by their current financial advisor that they only had a 68% chance of success in retirement. Imagine getting on an airplane and hearing the pilot say, “Thank you for joining us on ABC Airlines. We expect a smooth flight and... 
by MarcMontini | Nov 21, 2022 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement Concerns, Tax Planning
I recently met with a couple who were told by their current financial advisor that they only had a 68% chance of success in retirement. Imagine getting on an airplane and hearing the pilot say, “Thank you for joining us on ABC Airlines. We expect a smooth flight and...
