Broker Check

4918 Oakmont Dr
Corpus Christi, TX 78413

Mark A. Militello

(361) 882-3221

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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.




Helpful Content

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

 

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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