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Blog

Jeff Pisan | May 24, 2026

The Estate Plan That Looks Complete on Paper

Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.

The plan is right there in the drawer

Read More
Jeff Pisan | May 14, 2026

The Pivot from Accumulation to Preservation

Education
You’ve spent most of your career saving and watching your account compound. But you realize retirement is closer than you think, and you need to assess your
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Jeff Pisan | Apr 24, 2026

What $100 Invested in 1928 Would Be Worth Today

Investments
Finance
Savings
Retirement
Risk Management

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.

But what if the most expensive

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Jeff Pisan | Mar 24, 2026

A More Flexible Way to Think About Retirement

Retirement
Finance
Lifestyle
Risk Management

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.

It sounds reasonable. But research

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Nelson Larson | Mar 9, 2026

Budgeting and Cash Flow: The Cornerstones of Planning

Education
Financial plans often fail before they have been given a real chance to succeed. A realistic budget, grounded in your actual cash flow, is the foundation of
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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
Read More
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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2895 S Beavercreek Road
Suite 208
Oregon City, OR  97045

Bend Area Office

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Suite 150B
Bend, OR 97702

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