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.
Read more
Spring Cleaning and Financial Organization
This time of year, many people start to organize their homes and messy garages. Now is the time to get...
Tax Planning
As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same...
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....
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...
Lessons for College Kids: Three lessons to give your children before college.
One of the most stressful moments of a parent’s life is letting go, allowing your children to walk on their...
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...
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...
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...
Teaching Your Kids about Money, Part 1
Tackling this issue is on the forefront of agendas for many non-profit and financial institutions alike but as we noted...