Understanding Today’s Financial Environment
Welcome, I’m Mark Militello, a financial professional in Corpus Christi, TX. I understand that each individual faces unique financial challenges I can help take the mystery out of saving for retirement or putting money away for a special purpose. My personalized service focuses on your needs, wants, and financial goals.
I look forward to working with you through all stages of your life. You can reach me at (361) 882-3221.
Helpful Content
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?