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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.Contact Us
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This worksheet can help you estimate the costs of a four-year college program.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.
How do the markets usually react to elections? Was the 2016 election any different?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.