Broker Check

4918 Oakmont Dr
Corpus Christi, TX 78413

Mark A. Militello

(361) 882-3221

 
Dreaming Up an Active Retirement Encore Careers: Push Your Boundaries Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement

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

Budget Check Up: Tax Time Is the Right Time

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

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

 

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Surprises

Making the most of surprises is a great reason to work with us.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

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