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Stangier Wealth Management

12550 SE 93rd Ave, Suite 340
Clackamas, OR 97015

Portland: (503) 257-0057
Toll Free: (877) 257-0057

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Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and in turn you have to pay even more taxes on your investments.

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Frugal February

We have all heard of No Shave November, March Madness, and Breast Cancer Awareness Month. All amazing month-long events in...

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, Budget, Investment, Wealth, Business, Money Relationship, Debt, Lifestyle, Financial Security, Budgeting

4 Easy Ways to Boost Financial Confidence and Get Out of a Financial Rut

It can be challenging to determine how to get yourself out of a financial rut. You may be completely unsure...

3 mins

Financial Planning, Personal Finance, Retirement Education, Financial Education, Budget, Wealth, financial literacy, Financial Goals, Education, Debt, Lifestyle, Financial Security, Retirement, Investing

Nine Money Moves to Consider If You Have a Family

Your spouse and children may be your greatest joys in life, but do you get a little stressed out when...

8 mins

Money, Financial Planning, Personal Finance, Budget, financial literacy, Financial Plan, Financial Goals, Financial Organization, Money Relationship, Family Planning, Debt, Lifestyle, Financial Security, Budgeting

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

8 mins

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Taxes, Investment, Wealth, Small Business, financial literacy, Financial Plan, Financial Goals, Investing terms, Financial Security, Budgeting, Retirement, Investing, Economy

Financial Education: Benefits and Best Practices

Financial education is an essential skill that people need to fully participate in society.

2 mins

Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Credit, financial literacy, Financial Plan, Financial Goals, Education, Lifestyle, Financial Security, Budgeting, Retirement, Investing

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

8 mins

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Taxes, Investment, Wealth, Small Business, financial literacy, Financial Plan, Financial Goals, Investing terms, Financial Security, Budgeting, Retirement, Investing, Economy

How Do You Plan to Fund Your Retirement?

With Social Security payouts expected to drop off in the near future, it’s critical to fine tune your plan for...

1 min

Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Budget, financial literacy, Financial Plan, Financial Goals, Education, Social Security, Lifestyle, Budgeting, Retirement, Investing

IRA vs. Roth IRA

What is the difference between a traditional IRA and a Roth IRA?

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Budget, Investment, Wealth, savings, Women and Finance, Financial Plan, Investing terms, Financial Security, Retirement, Investing

Rainy Day Fund

A rainy day fund is a separate savings account that is smaller than your emergency fund.

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Budget, Investment, Wealth, savings, Women and Finance, Financial Plan, Investing terms, Financial Security, Retirement, Investing

How to Write a Financial Plan: The 30-Minute Financial Plan

Everyone should have a financial plan. With an exception for small children, so we’ll go with teenagers and on up....

6 mins

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Budget, Women and Investing, Wealth, savings, Women and Finance, Financial Plan, Financial Goals, Lifestyle, Financial Security, Budgeting, Retirement, Economy

5 Steps to Cope With Financial Stress

The ebb of the pandemic is leaving a residue of stress in its wake. Americans’ stress levels are running higher...

3 mins

Money, Personal Finance, Retirement Education, Financial Education, Budget, savings, Mental Health, Lifestyle, Financial Security, Budgeting, Economy

The Gray Divorce Checklist

If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...

1 min

Retirement Planning, Money, Personal Finance, Retirement Education, Financial Education, Budget, Taxes, Women and Investing, savings, Divorce, Women and Finance, Lifestyle, Financial Security, Budgeting, Retirement, Investing

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