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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
This article may help you maximize the benefits of your donation for your chosen charity.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Five phases to changing unhealthy behaviors.
Take the guesswork out of your IEP or SEP with this helpful article.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: Right Now.
Here’s a quick guide to checking to see if you have unclaimed money.
Do you have causes that you want to support with donations?
Making the most of surprises is a great reason to work with us.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.