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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...

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

Encourage Kids to Think About Debt and Money Issues

Overindulgence and overspending have become common problems in today’s society. This has resulted in a pattern of debt for many...

4 mins

Money, Personal Finance, Retirement Education, Financial Education, financial literacy, Financial Plan, Financial Goals, Education, Lifestyle

The Importance of Cash

What’s the role of cash in a retirement strategy and portfolio?

1 min

Money, Financial Planning, Personal Finance, Financial Education, Investment, financial literacy, Financial Goals, Financial Organization, Lifestyle, Financial Security, 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

Retirement Planning, Money, Financial Planning, Personal Finance, 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

The Relationship Between Athletics in Childhood and Business Grit

As we approach the Basketball NCAA March Madness tournament it got us thinking about the relationship between athletics in childhood...

1 min

Money, Financial Planning, Personal Finance, Wealth, Financial Goals, Financial Organization, Womens Sports, Business, Lifestyle

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