What are the opening hours?

Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 4:30pm

Aspasia Wealth Management, 6830 Southwest Atlanta Street Suite 102, Tigard, OR (2026)

Our mission is to build lasting relationships with our clients to help them accomplish all of their personal and financial goals.

05/21/2026

Most people are introduced to managing money through a flood of account names. 401(k). IRA. 403(b). 457. Roth. Traditional. SEP. Beneficiary IRA.

It can feel like a lot to keep track of, and there's real nuance between them — enough that a financial professional can spend years getting fluent in the distinctions.

But for the practical decisions most people are making, those accounts sort into just two categories: retirement and non-retirement. The material difference between them comes down to how they're taxed.

That's the structure worth understanding first. The specific account names matter — but they matter more once you can see what they have in common.

Curtis breaks down the tools-and-toolboxes framework in Part 3 of the Financial Tools series. Link in comments 👇

05/15/2026

Quick one for you:
When you hear the word "investing" — what's the first thing that comes to mind?

Stocks? Real estate? Your 401(k)? Something else entirely?

Curious what shows up first.

05/13/2026

"Diversification" sounds like a finance word.
All it really means is: don't put everything in one place.

A mutual fund or ETF pools hundreds of different stocks, bonds, and cash-like investments together. If one company in there has a bad year, you're not wiped out. You own ninety-nine others.

That's it. That's the whole concept.

In Curtis's new video, he breaks down all three financial "tools" — cash, bonds, and stocks — and how mutual funds and ETFs package them up for the rest of us.

👉 [https://youtu.be/hiHwBxLZmL0]

04/24/2026

A lot of financial goals start as ideas.

“Retire at 65.”
“Travel more.”

Nothing wrong with those—but they’re incomplete. Because a real financial goal needs structure. It needs a how much and a when. Without that, it’s almost impossible to build a plan that actually connects to your life.

So instead, the work becomes about getting specific:

- What does retirement actually look like?
- When does work stop being something you have to do?
- What does “travel” mean?
- Once a year? Twice? Where? How?

Because the moment you answer those questions, something shifts. It stops being abstract. It becomes something you can see. Something you can build toward.

And more importantly—something you can make decisions around with clarity.

04/22/2026

“Retire at 65.”
“Travel more.”

Both good ideas.

But they’re not goals...yet.

A real financial goal needs two things:
👉 how much
👉 when

Without that, it’s almost impossible to build a plan that actually works.

This is the part most people skip—
and it’s why they end up doing a lot of the “right” things…
without making real progress.

This is exactly what we're working through in this week’s video⬇️

04/17/2026

Most people say their financial goals are:

Save more.
Invest more.

But those aren’t goals.
They’re actions.

A goal is the outcome.
The action is just how you get there.

If you don’t know the outcome,
you can do everything “right”
and still end up somewhere you don’t want.

That disconnect is more common than people think.

Address

6830 Southwest Atlanta Street Suite 102
Tigard, OR
97223

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm

Website

http://www.aspasiawealth.com/

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