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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
U.S. Personal Savings Rate
What can be learned from the savings rate?
To choose a plan, it’s important to ask yourself four key questions.
Here are five facts about Social Security that are important to keep in mind.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A letter of instruction provides additional and more personal information regarding your estate.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
$1 million in a diversified portfolio could help finance part of your retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How do the markets usually react to elections? Was the 2016 election any different?
Make your retirement as exciting as your next vacation.
A special needs trust helps care for a special needs child when you’re gone.