Resources
Useful links and documents to guide your financial decisions.
Our Documents
Financial Planning Links
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Microfinance lending to entrepreneurial people around the world.
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A great college cost calculator.
Coverdell Education Savings Accounts (ESAs)
How ESAs can help you save for college.
How 529 Plans can help you save for college.
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Advance Health Care Directive – State of California
A combined living will and power of attorney for health care.
A basic will provided by the California Bar Association.
How a living trust can help you and your heirs.
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The only website that gives you a free credit report.
Index of Applicable Federal Rates
Minimum interest rates you must charge family and friends for loans.
Historical inflation rates over the last 100 years.
What is a CFP® and why should you hire one?
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Find out what your car might be worth.
All you need to know about Medicare.
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The Official Social Security Website
Create an online Social Security account and get benefit information.