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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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IRA vs. Roth IRA

What is the difference between a traditional IRA and a Roth IRA?

1 min

Investing terms, Financial Plan, Women and Finance, savings, Wealth, Investment, Retirement Education, Personal Finance, Budget, Financial Planning, Money, Retirement Planning, 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

Personal Finance, Financial Plan, Women and Finance, savings, Wealth, Investment, Budget, Retirement Education, Financial Planning, Money, Retirement Planning, Investing terms, Financial Security, Retirement, Investing

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

What Is the FIRE Movement?

As trends go, the FIRE movement is one of the hottest in personal finance. It’s been popularized by young workers...

5 mins

Retirement Planning, Money, Financial Planning, Personal Finance, Financial Education, Budget, Women and Investing, Investment, Wealth, financial literacy, Women and Finance, Lifestyle, Financial Security, Retirement, Investing

The Relationship Between Athletics in Childhood and Business Grit

As we approach the Basketball NCAA March Madness tournament it got us thinking about the relationship between athletics in childhood...

1 min

Money, Financial Planning, Personal Finance, Wealth, Financial Goals, Financial Organization, Womens Sports, Business, Lifestyle

Embrace Your Budget to Attain Financial Freedom

Budgets are as near and dear to many people’s hearts as are death and taxes. Some people fear the thought...

2 mins

Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Budget, Wealth, Lifestyle

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