What Is a Trust?
Trusts and wills are key estate-planning documents used to pass money and property on to beneficiaries at death.
Lessons for College Kids: Three lessons to give your children before college.
One of the most stressful moments of a parent’s life is letting go, allowing your children to walk on their...
What Is a 529 Plan?
Do you have children? If so, you’ve likely spent time wondering how you’re going to pay for their college education.
Women and Money: Financial Steps for Life
“No matter how much women prefer to lean, to be protected and supported, nor how much men prefer to have...
Financial Planning for Women: Learning Where to Start
Amy Corcoran graduated from college two years ago. At 23 years old, she is ready to invest for her future,...
I’m Confused — What the Heck is a 401(k), IRA, and Roth?
Roth—401(k)—IRA—oh my! What do all these numbers and letters mean anyway? Perhaps you know that they have something to do...
Student Loans and Marriage: Good Communication Helped Us Tackle Massive Debt
My wife, Tori, and I started dating about a decade ago. Little did we know then that we would face...
The ABCs of RMDs
One of the most daunting financial aspects of retirement, especially for people who have been diligent savers throughout their working...
The Perils of Emotions in Investing
In many ways, emotions are life’s seasoning; they spice up what might be somewhat bland or dull. Like spice, they...
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...
Budgeting for Charitable Giving Can Increase Your Happiness
Tithing, or giving 10 percent of one’s income or crops to a religious entity, is an ancient practice. In fact,