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.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
In the face of divorce, making changes to insurance coverage may be overlooked.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Four vacation destinations you might never have thought of.
Learn more about women taking control of their finances with this infographic.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
An increasing number have been developed to help individuals with their personal finances.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Savvy investors take the time to separate emotion from fact.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When markets shift, experienced investors stick to their strategy.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here’s a quick guide to checking to see if you have unclaimed money.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?