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Blog

Jeff Pisan | Feb 24, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Finance
Retirement
Investments

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

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Nelson Larson | Feb 3, 2026

Understanding the OregonSaves Program

Education
The State of Oregon requires businesses that do not already offer a retirement plan provide access to one for their employees.
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Jeff Pisan | Jan 24, 2026

5 Financial Crossroads That Could Reshape Your Future

Finance
Retirement
Family
Tax Planning
Risk Management

You know how life tends to throw in a few plot twists?

They don't ask if you're ready. They just show up—with potential financial consequences tagging along.

A

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Nelson Larson | Jan 7, 2026

Retain and Reward Employees with a SIMPLE IRA: Easy Retirement Solutions for Oregon Employers

Education
Finding and hiring great people can be the hardest thing to do for a business owner. It can make or break your business. A SIMPLE IRA can show that you care
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Jeff Pisan | Dec 24, 2025

What 2025 Taught Us About Staying the Course

Investments
Finance
Risk Management
Retirement

Some years pass quietly. 2025 wasn't one of them.

Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested

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Nelson Larson | Dec 9, 2025

The 7 Cures from The Richest Man in Bablyon

Education
Maybe not your typical book review! And I’ve never written one, so ….. But I wanted to take the 7 Cures from The Richest Man in Bablyon and give some modern
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Jeff Pisan | Nov 24, 2025

One Economy, Two Realities: Understanding Today's Economic Divide

Finance
Investments
Savings
Credit
Risk Management
Retirement

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.

This isn't

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Jeff Pisan | Oct 24, 2025

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.

But here’s the

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Nelson Larson | Oct 2, 2025

Helping Teach Financial Literacy & Responsibility to Teens

Education
NO! That was the extent of my financial learning when I was a child! That’s not entirely true, but it is tough to talk about money as a family. But the rewards
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Jeff Pisan | Sep 24, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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Nelson Larson | Sep 2, 2025

Understanding Financial Planning and How It Benefits You and Your Family

Education
We’ve all heard the term financial plan, but what does it really mean? How does it work—and is it truly worth the effort?
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Jeff Pisan | Aug 24, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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Portland Area Office

2895 S Beavercreek Road
Suite 208
Oregon City, OR  97045

Bend Area Office

19570 Amber Meadow Dr
Suite 150B
Bend, OR 97702

Contact

P | 503-655-4505
E | jeff@talluscapital.com

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