2019 Salvini Financial Planning Monthly Reading List - 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.


AICPA Personal Financial Planning Center   - Free Financial Planning Information for all the many financial scenarios and stages of your life - 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 - 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 campaign initiated by the AICPA, these are excellent resources to encourage money conversations between parents and children


Annual Credit Report Request Service - order your free annual credit report - current savings and lending rates as well as investor education

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 - 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


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 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 San Luis Obispo - See what our town has to offer