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RERL-1695-Compliance With New Laws Part 3

Two of the hottest news stories right now revolve around Donald Trump’s impeachment trial and Harvey Weinstein’s sex crimes trial. What both of these trials have in common is they both center around one person abusing their power to get what they want. While the crimes themselves are not up for debate on this podcast,…

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Good news for Baby Boomers, the kids are finally moving out into their own place settling down. The bad news for Bay Area Millennials is that there are practically zero homes on the market. With those two bits of information you may be wondering “where are millennials settling down?” Today Joe and Mike break down…

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Over the years that we have worked with seniors and talked about the goals and challenges we all face as we age, we have learned an important thing about legacy planning. Of those whom don’t have a will or trust in place – they tend to lack one not because they don’t WANT one, but…

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