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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There are ways to improve your physical fitness without denting your fiscal fitness.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A special needs trust helps care for a special needs child when you’re gone.
Understanding the cycle of investing may help you avoid easy pitfalls.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.