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Understanding Today's Financial Environment

Welcome to our website! Sagemark Consulting is a comprehensive financial planning firm serving the needs of individuals, families and business owners.  We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate; our personalized service and comprehensive financial planning process can help you achieve those goals.

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Helpful Content

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

 

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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