Montini & Co Tax Advisory Group | Phoenix, Arizona
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Tips On Evaluating Your Retirement

Tips On Evaluating Your Retirement

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...
Protecting Yourself from Stock Market Losses

Protecting Yourself from Stock Market Losses

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...

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Meet Marc Montini

  • Home
  • About Us
    • Common Retirement Questions
    • 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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