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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 them do so, they must make the voyage of life alone, and for safety in an emergency they must know something of the laws...

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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...

Planning for the Retirement Dream

Many of us picture our retirement years spent enjoying life without working, but have you planned for everything? Will you...

Prioritizing Your Retirement Needs, Part II
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”…

Planning on Paying for Your Kids’ College Education? Consider a 529 Plan

If you’re like many parents, not only do you feel somewhat obligated to put your kids through college, but there’s…

Allowances

Allowances are a great way to teach your child to be financially literate, but it’s hard to know how to…

Protecting Your Identity

Identity theft.  They say that in this world there is now one degree of separation between any individual and someone…

2014 Financial Resolutions

This time of year, a lot of us start making New Year’s resolutions. We want to get in shape, quit…

5 Things To Know About Your Parents Financial Future

Parents spend their entire lives planning for their children’s future but, as goes the circle of life, there comes a…

Considerations When Choosing Your Executor

While no one would likely characterize drafting a will as an exciting task, it certainly is an essential one. After…

2013 Tax Changes

As 2013 wanes, I’m reminded that this year there are a number of tax changes slated to take effect that…

‘Tis the Season: Shoring up for the impending winter shopping spree

As the weather gets progressively cooler there’s a bit of a bite in the air, and Fall truly begins to…