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.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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.
How Long Will Your Funds Last?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Use this calculator to determine whether you qualify for the different types of IRAs.