Broker Check

DAROLD MARK
WEALTH & FINANCIAL PLANNING
1455 RESPONSE ROAD, SUITE 100
SACRAMENTO, CA 95815
916.641.8400
When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

What would you do with financial freedom?

Would you enjoy the best of your golden years?

Would you spend more quality time with loved ones?

Would you make a difference in this world?

Would you leave a legacy?

 The Darold Mark Approach

What would you do with financial freedom? That is the real question. It is not how much money you have, but how you structure your life in order to pursue your passions and be emotionally, spiritually, and intellectually fulfilled.

Our Clients all have their own individualized passions they find personally fulfilling. Some want to ensure the rest of their golden years are enjoyable and care-free while others want to live the good life now. Some want to leave a legacy and others just want to kick-up their feet and bask in the calmness of a quiet beach.

Our passion is really about helping you work towards what you want out of life. We create strategies with the goal to show successful families, couples and individuals how to structure their wealth to maximize and preserve their lifestyles. We aim to give you a personalized experience, a remarkable level of personal service, and leave you with the ultimate benefit of confidence.

Who We Serve

 Services to Fit Your Needs



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 Market Resources




Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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