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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

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

Common Investing Questions -Definitions

You aren’t learning if you are not asking questions. We have found most people are afraid to ask us common...

1 min

Retirement Planning, Money, Personal Finance, Retirement Education, Financial Education, Investment, Wealth, financial literacy, Investing terms, mutual fund, ETF, Hedge Fund, Financial Terms, Financial Security, Budgeting, Retirement, Investing, Economy

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

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

Tax Planning

As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same...

1 min

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

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

Mental Health, savings, Budget, Financial Education, Retirement Education, Personal Finance, Money, 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

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

Meal Planning As a Financial Tool

Sometimes there really are miracle cures. People tend to think that things that save them time and money will be...

3 mins

Money, Financial Planning, Financial Education, Budget, financial literacy, Meal Planning, savings, Healthy Living, Healthy Lifestyle, Lifestyle, Budgeting, Retirement, Investing

Interested in learning more?

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