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... 
by MarcMontini | May 15, 2019 | Financial Planning, Marc Montini, Montinico, Uncategorized
Did you see what happened to the stock market this week? Was it up or was it down? More importantly, what effect did it have on your retirement savings? If you are like most people planning for a retirement of some sort, you probably do not know because you don’t... 
by MarcMontini | Apr 25, 2019 | Marc Montini, Montinico, Mutual Funds, Uncategorized
Mutual Funds with Marc Montini While reviewing a prospective client’s existing portfolio, it is not unusual to see the portfolio filled with only mutual funds. Few people are aware that this may not be the best approach to asset management. With that being... 
by MarcMontini | Jan 28, 2019 | Marc Montini, Montinico, Retirement, Uncategorized
How Rich or Poor Will You Be In Retirement? The most personal step is analyzing the assets that clients have accumulated throughout their careers. Most people humbly hand over the statements with a fear that they may not have saved enough to achieve retirement, or... by MarcMontini | Dec 11, 2018 | Marc Montini, Montinico, Uncategorized
It can be unnerving to watch the wild swings we have seen in the markets over the past few weeks, especially if you are planning to retire in the next 3-5 years. None of us want to experience what potential retirees endured from 2007-2009. The sad reality was that...
