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
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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."
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Debt Stress
There’s a link between debt and stress.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.