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
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates to increase, TIPS could be worth considering.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
A Brief History of Estate Taxes
Federal estate taxes have long been a source of funding for the federal government.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.