Understanding Today’s Financial Environment
Welcome, I’m Mark Militello, a financial professional in Corpus Christi, TX. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (361) 882-3221.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Read this overview to learn how financial advisors are compensated.
Purchasing homeowners insurance is critical for protecting your home.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Learn when it may not make sense to file a claim on your home insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, covering how bond laddering works.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A quick history of the Federal Reserve and overview of what it does.
Agent Jane Bond is on the case, infiltrating the world of bonds.