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Last Updated: Jun 10, 2018 09:07PM • Subscribe via RSS • ATOM

New Planning Model

Jun 10, 2018 ● By Jeffrey Hall

Sponsored Content The Complex Modern Family Requirement

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Medicare Special Enrollment – Know the Facts!

Jun 10, 2018 ● By Colleen Callahan

Sponsored Content Medicare 101 and more: June 18, 10 - 11:30am at Pleasant Hill Community Center

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What’s Planned for the 4th!

Jun 10, 2018 ● By Don and Norma Flaskerud

Sponsored Content And a Real Estate Stat Update

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Opportunities for Education

May 07, 2018 ● By Colleen Callahan

Sponsored Content Research and knowledge will help smooth the transition to Medicare

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Choosing Retirement Account Beneficiaries Requires Some Thought

May 07, 2018 ● By Jeffrey Hall

It's important to review beneficiary designations every few years to make sure that they are still correct.

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Bigger and better! Boom! Hurrah!

May 07, 2018 ● By Don and Norma Flaskerud

Sponsored Content Don and Norma will proudly match donations up to $5,000 for a $10,000 increase in fireworks purchased for Pleasant Hill's 4th of July celebration

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DIY with a Spin

Apr 03, 2018 ● By Rebecca Seidenspinner

Crazy Chicken Lady

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Estate Planning and Retirement Considerations for Late-in-Life Parents By Jeffrey Hall, CPA, JD

Apr 03, 2018 ● By Jeffrey Hall

Later-in-life parents have some special estate planning and retirement considerations

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Real Estate Trends

Apr 03, 2018 ● By Don and Norma Flaskerud

Should I Fix Up My Home or Sell As Is?

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Estate Planning

Feb 09, 2018 ● By Jeffrey Hall

Is it Better to Use Joint Ownership or a Trust?

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