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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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A Quick Primer on Important Estate Documents

1 min

Money, Investing terms, estate documents

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

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

The Key to Women’s Economic Empowerment is Financial Literacy

CentSai co-founder Doria Lavagnino speaks about the economic fallout of the paucity of mandated financial literacy in the US.

2 mins

Money, Financial Planning, Personal Finance, Financial Education, Women and Investing, financial literacy, Women and Finance, Financial Goals, Business, Education, women's empowerment, Empower Women

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

financial literacy, Debt, Family Planning, Money Relationship, Financial Organization, Financial Goals, Financial Plan, Budget, Personal Finance, Financial Planning, Money, 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

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

7 Steps to a Healthy Money Relationship

We all want to have a healthy relationship with money, free from worry and financial stress, and ideally, free from...

6 mins

Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, financial literacy, Financial Goals, Education, Money Relationship

What Every Investor Needs to Know About Risk

Risk is the greatest external threat investors face. Failure to manage risk can keep you from achieving your goals, can...

4 mins

Personal Finance, Money, Financial Planning, Retirement Education, Financial Education, financial literacy, Financial Goals, Education

Disaster Preparedness

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

1 min

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

Financial Education, Financial Plan, financial literacy, Small Business, Wealth, Investment, Taxes, Financial Goals, Retirement Education, Personal Finance, Financial Planning, Money, Retirement Planning, Investing terms, Financial Security, Budgeting, Retirement, Investing, Economy

Interested in learning more?

Contact us today.