As an independent firm, we are committed to offering complete objectivity and unbiased advice.Learn More
We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
Our approach is designed to give you the information you need to make an informed decision.Learn More
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
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Calculating your potential Social Security benefit is a three-step process.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Four vacation destinations you might never have thought of.
It's important to understand the pros and cons when considering a prepaid debit card.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
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.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here are five facts about Social Security that might surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here is a quick history of the Federal Reserve and an overview of what it does.