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 Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.