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
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.