Must-Knows When Investing for Retirement
Retirement is the single largest goal investors face. It’s the universal goal; everyone wants to become financially independent and be...
What Is a Trust?
Trusts and wills are key estate-planning documents used to pass money and property on to beneficiaries at death.
Get to Know the Stangier Wealth Management Firm
In our experience, many people meet with us after a significant change in their life, positive or negative. While others...
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Term vs. Permanent Life Insurance
According to industry experts, most people don’t have enough life insurance. LIMRA, which keeps close tabs on the industry, recently…
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed,…
Debt Stress
Is there a link between money worries and stress? Attack the problem at its root.
Crowdfunding Capital for the 21st Century
One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s…
Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes…
Problems with Probate
Many people have heard they should avoid probate, but few understand what probate is and how the process works. What…
Stop Wasting Money
Benjamin once said, “a penny saved is a penny earned.” The modern upgrade to that observation might be that $100 not…
Countering Counterfeit Currency
It is estimated by the U.S. Secret Service, the federal agency responsible for protecting the U.S. currency, that prior to…