Sagemark Consulting Private Wealth Services is a group of planners within Sagemark Consulting, which is a marketing name for Osaic FA, a premier fee-based financial planning firm. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future.
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Use this calculator to estimate how much income and savings you may need in retirement.
How much do you need to save each year to meet your long-term financial goals?