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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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Understanding Types of Investment Return

Investment returns come in several forms. The terminology of returns can be confusing to new and seasoned investors alike. Understanding...

3 mins

Personal Finance, Retirement Education, Financial Education, Taxes, Investment, Capitalism, financial literacy, Business, Investing terms, Financial Terms, Investment Return, Dividends, Capital Gains, tax, Investing

Why You Need to Be Financially Resilient

Financial resilience is the ability to hold up when life throws you an inevitable financial curve. If this seems broad,...

6 mins

Financial Planning, Personal Finance, Retirement Education, Financial Education, Budget, Investment, Wealth, financial literacy, savings, Financial Goals, Education, Retirement Strategy, Family & Money, Lifestyle, Retirement, Investing, Economy

Funding Accumulation Goals

Investors often focus their resources on retirement and education goals. That’s appropriate in most cases; nearly everyone has those same...

4 mins

Money, Financial Planning, Financial Education, Investment, Wealth, savings, Financial Plan, Financial Goals, Family & Money, Lifestyle, Investing

Managing Withdrawals in Retirement

We face some important financial decisions over the course of our lives. One of the most challenging things is deciding...

6 mins

Retirement Education, Financial Education, financial literacy, Financial Plan, Financial Goals, Retirement Strategy, Legacy, Lifestyle

Medical Deductions

As you prepare to file your taxes, one of the questions we hear regularly is, “what medical expenses can I...

1 min

Financial Planning, Financial Education, Taxes, financial literacy, Medical Expenses, Lifestyle

Have You Saved Enough This Year?

As the year-end approaches, many of us may reflect on our financial goals and wonder if we’re on track. If...

1 min

Personal Finance, Financial Education, Budget, savings, Financial Plan, Financial Goals, Family Planning

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

The Key to Women’s Economic Empowerment is Financial Literacy

CentSai co-founder Doria Lavagnino speaks about the economic fallout of the paucity of mandated financial literacy in the US.

2 mins

Money, Financial Planning, Personal Finance, Financial Education, Women and Investing, financial literacy, Women and Finance, Financial Goals, Business, Education, women's empowerment, Empower Women

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

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

7 Steps to a Healthy Money Relationship

We all want to have a healthy relationship with money, free from worry and financial stress, and ideally, free from...

6 mins

Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, financial literacy, Financial Goals, Education, Money Relationship

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