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.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Five strategies for managing your student debt.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Investors who put off important investment decisions may face potential consequence to their future financial security.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?
A bucket plan can help you be better prepared for a comfortable retirement.
There are hundreds of ETFs available. Should you invest in them?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.