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

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

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

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

The Secure Act 2.0

Here is what you need to know about the Secure Act 2.0, RMDs, and how you could be affected.

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, RMD, Financial Security, Retirement

Tax Planning

As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same...

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Budget, Taxes, Wealth, savings, Financial Plan, Financial Goals, Lifestyle, Financial Security, Budgeting, Retirement, Economy

How to Write a Financial Plan: The 30-Minute Financial Plan

Everyone should have a financial plan. With an exception for small children, so we’ll go with teenagers and on up....

6 mins

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Budget, Women and Investing, Wealth, savings, Women and Finance, Financial Plan, Financial Goals, Lifestyle, Financial Security, Budgeting, Retirement, Economy

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