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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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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.

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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

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

Money, Financial Planning, Personal Finance, 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

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

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

Encourage Kids to Think About Debt and Money Issues

Overindulgence and overspending have become common problems in today’s society. This has resulted in a pattern of debt for many...

4 mins

Money, Personal Finance, Retirement Education, Financial Education, financial literacy, Financial Plan, Financial Goals, Education, Lifestyle

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

Interested in learning more?

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