4444 Corona Drive
Suite 112
Corpus Christi, TX 78411

Mark A. Militello

(361) 882-3221

 

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

 
 
 
Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

The History of Retirement

Do you know where the idea of “retirement” comes from?

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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