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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.

Read more
Frugal February

We have all heard of No Shave November, March Madness, and Breast Cancer Awareness Month. All amazing month-long events in...

1 min

Money, Debt, Money Relationship, Business, Wealth, Investment, Budget, Personal Finance, Financial Planning, Retirement Planning, Lifestyle, Financial Security, Budgeting

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 Education, Retirement Education, Personal Finance, Financial Planning, Budget, Debt, Education, Financial Goals, financial literacy, Wealth, Lifestyle, Financial Security, Retirement, Investing

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

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

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

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

The Importance of Cash

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

1 min

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

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

The Secure Act 2.0

Here is what you need to know about the Secure Act 2.0, RMDs, and how you could be affected.

1 min

RMD, Personal Finance, Financial Planning, Money, Retirement Planning, Financial Security, Retirement

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