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
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Infographic: Women Are Financially Savvy
Women are financially savvy. Yet, there are still unique challenges working against women in retirement.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Financial Planning in the Year of the Ox
Chinese legend says that the Jade Emperor determined the order of animals in the zodiac by calling a race. The Rat and the Ox were in tight competition — until they arrived at a swift river. The Rat charmingly convinced the Ox to carry him across. But when they landed on the other side, the Rat leapt off the Ox and dashed across the finish line first.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.