Welcome To Sagemark Consulting
Jeff Nelson |
Welcome To Sagemark Consulting
Jeff Nelson |
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
This article outlines some important IRS cost-of-living adjustments for 2025.
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.
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much do you need to save each year to meet your long-term financial goals?
A balance sheet summarizes your assets and liabilities and reveals your net worth.