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

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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.

 

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Lifetime of Earnings

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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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 Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Saving for College 101

Here’s a crash course on saving for college.

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