by MarcMontini | Sep 9, 2020 | 401k, Financial Planning, Marc Montini, Montinico, Uncategorized
Give Your Children or Grandchildren a Very Special Gift I was recently approached by a prospect who wanted to put some money into an account for his two infant grandchildren. His thought was to start with $10,000 each and that would cover him for birthday’s and... 
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... 
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... 
by MarcMontini | May 15, 2019 | Financial Planning, Marc Montini, Montinico, Uncategorized
Did you see what happened to the stock market this week? Was it up or was it down? More importantly, what effect did it have on your retirement savings? If you are like most people planning for a retirement of some sort, you probably do not know because you don’t... 
by MarcMontini | Apr 25, 2019 | Marc Montini, Montinico, Mutual Funds, Uncategorized
Mutual Funds with Marc Montini While reviewing a prospective client’s existing portfolio, it is not unusual to see the portfolio filled with only mutual funds. Few people are aware that this may not be the best approach to asset management. With that being...
