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 Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Understanding the value of a home warranty.
Here are 5 reason why you may consider working through retirement.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A collection of tips from professional travelers.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know these three personal finance sayings?
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How do the markets usually react to elections? Was the 2016 election any different?
Here are five facts about Social Security that might surprise you.