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
Surprises
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.
The Best Apps in Travel
Technology tips to make your next trip even better.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
View all articles 
Saving for College
This calculator can help you estimate how much you should be saving for college.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?