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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

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

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

Retirement Planning, Money, Financial Planning, Personal Finance, Budget, Investment, Wealth, Business, Money Relationship, 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

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

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

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

Common Investing Questions

As a financial coaching firm, our goal is to be a source of information for all our clients. In our...

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Investment, Investing terms, Retirement, Investing

Important Milestones for Your Retirement

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Investment, RMD, Retirement

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