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The ABCs of RMDs

One of the most daunting financial aspects of retirement, especially for people who have been diligent savers throughout their working years, is taking required minimum distributions (RMDs) from their tax-deferred retirement savings accounts beginning at age 72. RMDs can have a significant impact on...

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How to Dig Yourself Out of Debt

Debt: the deep hole that seems so effortless to dig but impossible to climb out from. With every new credit...

This Year Resolve to be Realistic in Your Financial Resolutions

Anyone who goes to the gym knows the pain of searching for a spot in the parking lot at the…

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...

Eating the Estate Planning Elephant… One Bite at a Time, Part II

You may have been cohabitating with your proverbial estate planning elephant for some time now, but if the first part…

Eating the Estate Planning Elephant… One Bite at a Time, Part I

No one wants to look at it, no one even wants to think about it, yet there it looms —…

Should You Put Your Kids’ Education ahead of Your Retirement?

If you’re like most parents, you want nothing more than to provide your children with a college education. Some have…

How to Give Wisely and Well

Giving to charity has never been easier. You can donate the old-fashioned way–by mail–but you can also donate online, by…

How to Plan Your Estate as a Cohabitating Couple

Estate planning can seem like a long, uphill battle to a land that is optimistically distant.  No one likes to…

Protecting Your Identity

Identity theft.  They say that in this world there is now one degree of separation between any individual and someone…

3 Simple Steps to Create a Seriously Savvy Budget

No, budgets are not attractive, fun or exciting in any way shape or form. They are, however, the necessary evil…

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed,…

3 Simple Steps to Create a Seriously Savvy Budget

Do you follow a budget? Need some help to get started? No, budgets are not attractive, fun or exciting in…