Helpful articles to educate, inspire and empower you on your financial planning journey.
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.
Homeowners: How to Budget for Annual Home Maintenance & Repairs
As the prices of homes, labor and materials have increased over the last two years, the costs homeowners face to maintain, repair and upgrade their homes have gone up too.
If you’ve ever had to put a large repair or a new appliance on a credit card (where rates are currently unreasonably high!), then you know this pain personally. Here’s how to be proactive so these regularly occurring “surprise” costs won’t put you in debt.