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
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?