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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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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

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

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

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

Disaster Preparedness

September is Month and with fire & hurricane season upon us, it’s important to be prepared for disasters. No one...

1 min

Retirement Planning, Money, Personal Finance, Retirement Education, financial literacy, Financial Plan, Disaster Preparedness, Financial Protection, emergency preparedness, Lifestyle, Financial Security

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

IRA vs. Roth IRA

What is the difference between a traditional IRA and a Roth IRA?

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Budget, Investment, Wealth, savings, Women and Finance, Financial Plan, Investing terms, Financial Security, Retirement, Investing

Rainy Day Fund

A rainy day fund is a separate savings account that is smaller than your emergency fund.

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Budget, Investment, Wealth, savings, Women and Finance, Financial Plan, Investing terms, Financial Security, Retirement, Investing

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