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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A letter of instruction provides additional and more personal information regarding your estate.
A few strategies that may help you prepare for the cost of higher education.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
Learn how to harness the power of compound interest for your investments.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.