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Have You Saved Enough This Year?

As the year-end approaches, many of us may reflect on our financial goals and wonder if we're on track. If you're falling short of your savings objectives, don’t quit! There's still time to make a significant impact.


Here are five steps to consider before the clock strikes midnight on December 31st:

Review Your Financial Goals: Take a close look at your savings targets and see if they are still realistic and achievable by the end of the year. Make necessary adjustments if needed.

Track Your Expenses: Review your spending habits and identify areas to cut back. Reducing discretionary expenses can free up more funds for savings.

Automate Your Savings: Set up automated transfers to your savings or investment accounts. This “pay yourself first” approach ensures that money is set aside before you can spend it.

Leverage Tax-Advantaged Accounts: Maximize contributions to tax-advantaged accounts like your 401(k), IRA, or HSA. These contributions may offer immediate tax benefits while boosting your long-term financial security.

Seek Professional Guidance: This does not have to be a solo venture. Our film helps individuals and families develop a personalized plan to help accomplish their goals, and we would be happy to help you.

Remember, every step you take now brings you closer to achieving your financial objectives. Let’s finish 2023 strong, financially secure, and ready for what lies ahead!

Feel free to reach out if you have any questions or need assistance. You can contact us by phone (503) 257-0057 or email us at info@stangierwealth.com.


Source: Bill Good Marketing, accessed on 11/14/23


DISCLOSURE: Investment advisory services are offered through Gretchen Stangier, Inc. DBA Stangier Wealth Management (“Stangier Wealth Management”), an investment advisor registered with the U.S. Securities and Exchange Commission. Stangier Wealth Management only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided copies of the firm’s ADV Part 2A brochure and Part 3 documents.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.

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