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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that are important to keep in mind.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
For many, retirement includes contributing their time and talents to an organization in need.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
You’ve made investments your whole life. Work with us to help make the most of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here’s a crash course on saving for college.
What does your home really cost?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The decision whether to buy or rent a home may have long-term implications.