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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
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Here are five facts about Social Security that are important to keep in mind.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Life insurance proceeds are generally tax-free. But not in all cases.
Bonds may outperform stocks one year only to have stocks rebound the next.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you have causes that you want to support with donations? Here are three tips.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?