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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 and savers should review their plans. Higher interest rates cascade down to consumer products. 

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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...

What Is a Trust?

Trusts and wills are key estate-planning documents used to pass money and property on to beneficiaries at death.

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...

I’m Confused — What the Heck is a 401(k), IRA, and Roth?

Roth—401(k)—IRA—oh my! What do all these numbers and letters mean anyway? Perhaps you know that they have something to do...

Student Loans and Marriage: Good Communication Helped Us Tackle Massive Debt

My wife, Tori, and I started dating about a decade ago. Little did we know then that we would face...

The ABCs of RMDs

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

The Perils of Emotions in Investing

In many ways, emotions are life’s seasoning; they spice up what might be somewhat bland or dull. Like spice, they...

This Year Resolve to be Realistic in Your Financial Resolutions

Anyone who goes to the gym knows the pain of searching for a spot in the parking lot at the…

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...

Meeting with an Advisor

When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups...

How Women Can Prepare For Retirement

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by...

Planning for the Retirement Dream

Many of us picture our retirement years spent enjoying life without working, but have you planned for everything? Will you...