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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 own two feet and hoping they don’t stumble and fall.

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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...

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...

Realistic Retirement: Leveraging expectations with reality

Our culture builds a certain degree of optimism around the concept of retirement—people always “can’t wait until they can retire”…

Teaching Your Kids about Money, Part 2

In part 1 of this blog series, I outlined 13 best practices for teaching kids about money that I recommend…

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...

Meeting with an Advisor: Be Prepared

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

Seven Questions to Ask Before Investing

We have all heard of the seven deadly sins, things that you should never do or you risk the harshest…