by MarcMontini | Nov 14, 2025 | 401k, Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Risk, Tax Planning
Do you have a written retirement income plan? If you’re like most people we meet, you probably do not and here’s why that’s a problem. Financial planning for retirement requires a progression of steps in order to ensure all your goals are being... 
by MarcMontini | Aug 14, 2025 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Risk, Social Security, Tax Planning
The One Big Beautiful Bill(OBBB) passed through Congress and was signed into law by President Trump. Let’s take a close look at some of the changes that have been made under the new law and specifically the taxation of your social security... 
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...
