Welcome To Sagemark Consulting
Jeff Nelson |
After decades of work with high net worth families, we pride ourselves on providing an extremely high level of service. Our wholistic approach to planning utilizes a cross-disciplinary review to develop a customized plan that is based on each client’s specific goals. We often find that our clients have had some professional work implemented in the past. We also find that previously implemented strategies have been implemented at various times, with various people involved, resulting in a lack of coordination with the overall plan. Closing these coordination gaps, as well as identifying new opportunities, often results in a significant financial benefit to the family.Newsletters
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Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.