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.
Making the most of surprises is a great reason to work with us.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Technology tips to make your next trip even better.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
A few strategies that may help you prepare for the cost of higher education.
When you’re married and have children, insurance needs will be different.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Are women prepared for a 20-year retirement?
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn how to harness the power of compound interest for your investments.
What is your plan for health care during retirement?
Bucket lists don’t have to be for tomorrow.
Estate conservation is too important to put off. Do you have a smart exit strategy?