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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
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
For many, retirement includes contributing their time and talents to an organization in need.
What kind of auto insurance should you have? Do you know?
Can you keep up with your children’s mobile slang?
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
Do you know how to set up your financial goals for success? This knight does.
Making the most of surprises is a great reason to work with us.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.