Montini & Co Tax Advisory Group | Phoenix, Arizona
  • Home
  • About Us
    • 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
Select Page
Retirement Lifestyle – What To Do

Retirement Lifestyle – What To Do

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....
Did Early Retirement Sneak Up on You?

Did Early Retirement Sneak Up on You?

by MarcMontini | Oct 6, 2020 | Financial Planning, Marc Montini, Montinico, Phoenix Retirement, Retirement, Uncategorized

Did Early Retirement Sneak Up on You? These are challenging times for so many people.  COVID-19 has forced millions of Americans into an early retirement that they were not anticipating.  Just last week the airline industry announced over 30,000 job cuts. So what are...
Retirement Planning during COVID19

Retirement Planning during COVID19

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...
Protect Your Retirement with Layers of Safety

Protect Your Retirement with Layers of Safety

by MarcMontini | Aug 21, 2019 | Retirement, Retirement Vehicles, Uncategorized

​If you are at or near retirement, the recent trend of stock market volatility could be a bit unnerving.  We all remember the financial crisis of 2008, and the devastating effect it had on workers who were approaching retirement. Have you thought...
How to establish a tax-free retirement

How to establish a tax-free retirement

by MarcMontini | Aug 6, 2019 | Financial Planning, Marc Montini, Montinico, Retirement, Retirement Vehicles, Tax Planning, Uncategorized

Taxes, Taxes, Taxes. None of us like to hear that word, especially in retirement, but it’s something we all accept.  Did you know it’s possible to enjoy a tax-free retirement?  Yes, you could spend 20-30 years of your retirement in a tax-free world, with...
« Older Entries

Request a Free Retirement Evaluation!

retirement eval
First
Last

Meet Marc Montini

  • Home
  • About Us
    • 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.

 

Website and Marketing by Dotcom.Marketing

  • Facebook
  • Twitter
  • Instagram