Helpful articles to educate, inspire and empower you on your financial planning journey.
How to Make the Most of the Massive 2023 Oregon Kicker
The Oregon Tax Kicker will be a financial windfall for many Oregon families and taxpayers this tax season. Learn about ways to use the extra money to make a big impact on your financial future.
How to Start Saving for College in Oregon
If you are a parent in Oregon, learn about the ways you can help your child financially after high school graduation. Saving for college doesn’t have to be overwhelming— every little bit helps!
Stuck in the Middle with You
Get to know me better by learning about my messy life and the deep empathy I have for other families navigating the “messy middle” of life.
Self-Employment Series: Pros and Cons of Working for Yourself
Learn more about the financial and lifestyle impacts, both good and bad, when you work for yourself.
The Scary World of Financial Advice
It’s hard to find an advisor to trust when there are very few rules governing who can call themselves a financial coach, financial advisor or financial planner. Here’s how to sort it out.
Why Compound Interest is the 8th Wonder of the World
Albert Einstein called compound interest the 8th Wonder of the World. Go on a math journey of discovery to figure out how to use this power for good.
What’s Your Money Mindset?
How your money scripts, or unconscious beliefs, typically formed in childhood, impact your attitudes and behaviors with money. Take a Financial Wellness quiz and learn more about the Money Mindset workshop.
Stacy’s “Real World” Financial Education: Three Lessons Learned
Three lessons learned from my financial experiences and education while working in the world of institutional money management.