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Life / Health / Medicare

PO Box 599

Willow Creek, CA 95573

Phone:

530.605.8560

Fax:

530.629.4214

E-mail:

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“Those we make a promise to in this season, we will be there to honor in the season to come.”

"Now in my 40th year serving our local community..."

Medicare? Health Insurance? Life Insurance? Not sure what to do? Need help?

 









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Life / Health / Medicare

Sales - Service

- since 1984 -
 

"Seek first the kingdom of God and His rightousness,

and all these things will be added unto you"

(Mathew 6:33)

Will You Pay a Medicare Surcharge?

The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Versatile 529 Plans Can Help with More than Just College

Explains expanded uses making 529 plans more flexible.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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