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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

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

Preparing Your Finances For End of the Year

Can you believe it’s nearly winter? Before you know it, the holiday season will be over.

1 min

RMD, savings, Estate Planning, Retirement Education, Personal Finance, Retirement, Investing

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

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

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

Financial Goals, Education, Financial Plan, financial literacy, Credit, Financial Education, Retirement Education, Personal Finance, Financial Planning, Money, Lifestyle, Financial Security, Budgeting, Retirement, Investing

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

Taxes, Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, 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

The Importance of Cash

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

1 min

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

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