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... 
by MarcMontini | Nov 7, 2022 | 401k, Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Vehicles, Tax Planning
How an Annuity Can Protect Against Stock Market Losses With the stock market volatility we’ve seen this year, annuities have become a popular way to mitigate risk for a portion of a portfolio. Annuities are a contract between you and an insurance company and should... 
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...
