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.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Technology tips to make your next trip even better.
The tax rules that govern donating art are complex and confusing. Take a closer look.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Learn more about women taking control of their finances with this infographic.
Learn about the rise of Impact Investing and how it may benefit you.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Check out this video to begin separating fact from fiction.
When markets shift, experienced investors stick to their strategy.
All about how missing the best market days (or the worst!) might affect your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
You’ve made investments your whole life. Work with us to help make the most of them.
There are three things to consider before dipping into retirement savings to pay for college.