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Why Embrace Personal Capitalism?

There’s a peculiar growing interest in socialism in the United States, despite the irrefutable fruits of capitalism. The express interest is in the equality inherent in socialism: that everyone, as co-owners of the means of production, shares equally.

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Investing Terms You Should Know

Before you start investing, many terms you hear from your financial institution can sound foreign and be intimating. Within your...

Keep Your Wallet “in the black” this Black Friday

November is a month for turkey, pumpkin pie, and cranberry sauce. For leaves piled so high you could dive right...

Stay Focused and Change Some Money Attitudes During Inflation

Inflation decreases purchasing power by driving up prices. You might consider altering your finances during times of high inflation. Investors...

Must-Knows When Investing for Retirement

Retirement is the single largest goal investors face. It’s the universal goal; everyone wants to become financially independent and be...

Women and Money: Financial Steps for Life

“No matter how much women prefer to lean, to be protected and supported, nor how much men prefer to have...

The ABCs of RMDs

One of the most daunting financial aspects of retirement, especially for people who have been diligent savers throughout their working...

Get to Know the Stangier Wealth Management Firm

In our experience, many people meet with us after a significant change in their life, positive or negative. While others...

Eating the Estate Planning Elephant… One Bite at a Time, Part II

You may have been cohabitating with your proverbial estate planning elephant for some time now, but if the first part…

Borrowing From Your 401(k): A Financial Sin

When we put money into our retirement accounts we do so for a specific purpose: retirement. All the money you…

Should You Put Your Kids’ Education ahead of Your Retirement?

If you’re like most parents, you want nothing more than to provide your children with a college education. Some have…

3 Simple Steps to Create a Seriously Savvy Budget

No, budgets are not attractive, fun or exciting in any way shape or form. They are, however, the necessary evil…

What’s So Great About a Rollover?

An IRA rollover may make sense whether you’re leaving one job for another or retiring altogether