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 | Apr 20, 2023 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Retirement Concerns
Do You Need a Financial Planner or Financial Advisor? Which is right for your needs at this time? Keep reading.. To answer this question, we need to take a closer look at all of the financial professionals who could help you grow your retirement, protect your assets,... 
by MarcMontini | Mar 18, 2023 | Financial Planning, Marc Montini, Montinico, Mutual Funds, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Vehicles, Tax Planning
What to Expect in a Retirement Evaluation Continue to read to learn about what happens in a Retirement Evaluation The During a recent tax preparation appointment (click here to sign up for a tax appointment) my client told me she was turning 62 and had some... 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 | Feb 28, 2022 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement
What To Do In Retirement Retirement is what you make it. It can be enriching and relaxing, or adventure-filled and invigorating! If you’re sitting and wondering what to do when retired and bored, it may be a relief to know that there are plenty of options out there....
