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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
If you find it hard to attain personal life goals, there’s an app for that!
Even if you’re young and single, you should still consider protecting yourself.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Tips on insuring your teen driver.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Taking your Social Security benefits at the right time may help maximize your benefit.
There are a few things to consider when buying or leasing your next vehicle.
Do you know these three personal finance sayings?
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.