Helpful articles to educate, inspire and empower you on your financial planning journey.
Tax Planning for Real People: 6 Ways to Keep More of What You Earn
Tax planning isn’t just for business owners or high earners. If you have income, investments, a retirement account, medical expenses, or kids—you already have tax planning opportunities. The mistake most people make? Treating taxes as a once-a-year filing event instead of something you can influence all year long.
5 Smart Money Moves to Make Before Summer Ends
Smart financial tips for families and business owners from Tailored Financial Planning in Eugene, Oregon. Mid-year goals, back-to-school budgeting, tax strategy, retirement planning, and more.
Read this if you have Federal Student Loans in May 2025 (and have no idea what is going on)
If you have Federal student loans as of May 2025 and are terrified about the new repayment plan rules, read this.
Is it a good idea to try and “Die with Zero?”
Stacy's take on the book "Die With Zero" by Bill Perkins.
