Brought to you by A.Gary Katz In conjunction with Lincoln Financial Advisors/Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor As a business owner, much time is spent on protecting yourself from certain business risks, and providing safety and benefits for your employees. One of the most popular benefits available to employees today […]

Brought to you by A. Gary Katz In conjunction with (Lincoln Financial Advisors/Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor) Americans are living longer than ever, thanks to advances in health care, improved diets and better exercise. A 65-year-old today can reasonably expect to live another 15 or 20 years; among […]

Presented by A. Gary Katz In conjunction Sagemark Consulting You’ve may have heard the grim statistics. Family firms comprise 80% to 90% of all business enterprises. More than 30% of these family-owned businesses survive into the second generation. Twelve percent will still be viable into the third generation, with 3% of all family businesses operating […]

We sat down with Noorus Khan, Partner with the Firm, and asked: What can clients do to make their year-end audits run smoothly? It is primarily about communication.  Communicate with us during the year.  Let us know about any unusual or complex transactions that you are contemplating or have already entered into. This will help avoid […]

Brought to you by A. Gary Katz In conjunction with (Lincoln Financial Advisors/Sagemark Consulting, a division of Lincoln Financial Advisors a registered investment advisor) How much money will it take for you to retire in style? Will $1 million do the trick? How about $5 million? Or perhaps you can get by on less. If […]

Presented by A. Gary Katz In conjunction with Lincoln Financial Advisors or Sagemark Consulting, a division of Lincoln Financial Advisors Having a career that brings you personal satisfaction and financial success places many demands on your time and energy. You may find yourself putting off important tasks simply because there’s no strict deadline for completing […]

Brought to you by A. Gary Katz In conjunction with Lincoln Financial Advisors or Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor Women face a number of challenges when it comes to money. On average, they earn less than men but live longer. Women are also more likely to leave the […]

Brought to you by A.Gary Katz In conjunction with Lincoln Financial Advisors/Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor Escalating health care costs can undermine the best-laid retirement plans. One of the biggest risks lies in the cost of long-term care. Unfortunately, health care costs in general have been outpacing inflation, and […]

Most investors spend the majority of their lives attempting to accumulate investable assets based upon the priorities and goals they’ve set for their family. Among the many priorities are establishing an Emergency Fund for liquidity, Saving for College (529 Plans), Retirement Planning, Health Care Planning and possibly even purchasing a Vacation Home. They realize they […]