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... 
by MarcMontini | Apr 29, 2020 | 401k, Marc Montini, Montinico
The financial crisis that has come with COVID-19 has taken a significant toll on the balances of 401(k)s across the country. The uncertainty of how much this pandemic is going to effect the economy in the future has many people asking what they should be doing with... 
by MarcMontini | Oct 29, 2019 | Financial Planning, Marc Montini, Montinico, Retirement, Social Security
For the past four years, we have been teaching a class about social security. You might be asking yourself why it is so important to learn about your social security benefits prior to filing. Let’s try to put the importance into context. If your benefit was $2000 a...
