As a financial advisor, one of my most important jobs is helping my clients protect what they’ve built. I'm sharing a firsthand experience with an AI scam this week, along with practical steps your family can take today and exactly how I work to keep you protected.

529 plans have never been more flexible. Learn about the latest rule changes, Oregon's refundable tax credit, and why the "what if" fear is officially outdated.

Discover practical ways to align your money with what matters most in life. Learn how intentional spending, values-based budgeting, mindful giving, and thoughtful investing can help you make financial decisions that reflect your priorities and support a more fulfilling life.

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.

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.

If you have Federal student loans as of May 2025 and are terrified about the new repayment plan rules, read this.

Stacy's take on the book "Die With Zero" by Bill Perkins.