by MarcMontini | Sep 18, 2023 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Risk, Retirement Vehicles, Tax Planning
This is part 2 of a blog post intended to grow the financial knowledge base of the children and grandchildren of my clients. Please go back and read part one if you haven’t already. Types of Financial Professionals There are many kinds of financial professionals... 
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 | May 25, 2023 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Vehicles, Tax Planning
TAX ACT 2017 coming to an END! What Does is mean? With the likely potential “sunset” or expiration of the Tax Cuts and Jobs Act of 2017 looming, can we expect to see a dramatic increase in taxes in the near future? Here’s what you need to know and how you should... 
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 | Jul 7, 2020 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement
With Arizona’s COVID-19 cases spiking and another mandated shut down, you may be wondering what you should be doing with your retirement finances. We want you to know we are here and ready to help. We are trying to respect your space with the virus floating around to...
