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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
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
It's important to understand the pros and cons when considering a prepaid debit card.
A collection of tips from professional travelers.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a quick guide to checking to see if you have unclaimed money.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know how to set up your financial goals for success? This knight does.