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
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
How Income Taxes Work
A quick look at how federal income taxes work.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.