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Below are links to some useful financial planning resources.

Kiva

Microfinance lending to entrepreneurial people around the world.

American Funds

A great college cost calculator.

​Coverdell Education Savings Accounts (ESAs)

How ESAs can help you save for college.

529 Plans

How 529 Plans can help you save for college.

Advance Health Care Directive – State of California

A combined living will and power of attorney for health care.

California Statutory Will

A basic will provided by the California Bar Association.

Living Trusts

How a living trust can help you and your heirs.

​Annual Credit Report

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.

Inflation Rates

Historical inflation rates over the last 100 years.

Let’s Make a Plan

What is a CFP® and why should you hire one?

​Kelly Blue Book

Find out what your car might be worth.

​Medicare Interactive

All you need to know about Medicare.

​Redfin

If you are looking to buy or sell a home, Redfin has the most up-to-date listings.

​Rent or Buy?

A powerful, interactive calculator that considers whether it is better for you to rent or buy a home.

​Zillow

Find out what your home might be worth.

​The Official Social Security Website

Create an online Social Security account and get benefit information.