Tel: (805) 543-6622

Useful Resources

GENERAL RESOURCES

2017 Salvini Financial Planning Monthly Reading List - All new monthly themed actions and book titles that include an Amazon link for convenience. Read along with us and stay on track for a productive and rewarding year.

Prior Year Reading Lists - Previous years' monthly themed actions and book titles that include Amazon links for you to explore.

FINANCIAL EDUCATION RESOURCES

AICPA Personal Financial Planning Center   - Free Financial Planning Information for all the many financial scenarios and stages of your life

Bloomberg.com - A source for current financial news

California Board of Accountancy  - A Look-Up source for Licensed Accountants

Certified Financial Planner Board of Standards - Information about Certified Financial Planner (CFP®) licensees and the financial planning profession, including what it takes to become a CFP® and tips on how to select a financial advisor

FINRA.org - An unbiased resource and regulatory authority on the financial industry. Information is included for investor alerts and scams

Garrett Planning Network - Fee Only Advice for Everyday Life

Money as You Grow -  A website established to support educators after the first ever White-House Summit on Financial Capability and Empowerment   and highlights money lessons for children, broken into five different age groups, each lesson increasing in complexity. Along with the feedthepig.org/ campaign initiated by the AICPA, these are excellent resources to encourage money conversations between parents and children

CREDIT, SAVING, & COLLEGE RESOURCES

Annual Credit Report Request Service - order your free annual credit report

BankRate.com - current savings and lending rates as well as investor education

Bloomberg.com -  a source for current financial news

College Board - Student and Parent College Information

IRS W-4 Withholding Calculator -   a handy tool from the IRS

Opt-Out Site for Credit Report List - This site allows you to control whether Credit Report Companies (such as Experion, Equifax, TransUnion, Innovis..) can sell your contact information to credit card companies

Reference Desk - a one stop source of reference links

SavingforCollege.com - 529 College Savings Plans

Social Security Statements Online - Online versions are now available for simple, easy-to-use retirement estimates, or for worker earnings information by creating "My Social Security" accounts

ESTATE RESOURCES

Aging With Dignity - Learn how to ensure that your wishes will be followed in the event of a serious illness with the help of a Living Will and other documents; how to discuss your wishes with loved ones and your physician, and where to obtain resources for family caregivers; includes link to related sites. Check out its "Five Wishes" brochure.

Nolo Law Center - The Wills and Estate Planning link provides access to plain-English articles on topics like estate-planning basics, living wills, funeral planning, and various other legal documents

LOCAL AND FREE RESOURCES

Audible.com Downloadable Audio Books

Avila Tide Report- See our local Weather and Beach Report

San Luis Obispo Public Library - Some of the best things in life are free. Request books online, delivered to your local San Luis Obispo County library

Visit Avila Beach - See what our local beach spot has to offer

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