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Blog

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Jeff Pisan | Jun 24, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

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Nelson Larson | Jun 17, 2025

Budgeting for Busy Sports Families: How to Stay Financially Fit on the Go

Budgeting
Reality is, being a sports family is getting more and more expensive. Club fees, uniforms, tournament fees, travel, gas, and food on the go. And thinking
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Jeff Pisan | May 24, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Nelson Larson | May 13, 2025

The Power of Starting Early: Why Time Is Your Best Investment Tool

Retirement
Compounding is often called the "snowball effect." The longer your money is invested, the more it grows—because you start earning returns not only on your
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Jeff Pisan | Apr 24, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Jeff Pisan | Mar 28, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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A woman standing and smiling in a busy office building.
Jeff Pisan | Nov 28, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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Senior businessmen working at his home
Tallus Capital Management | Oct 29, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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A grove of orange trees.
Tallus Capital Management | Oct 29, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Bend Area Office

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