Our Documents

Recommended Resources

Below are links to some useful financial planning resources.

Charitable Giving

Microfinance lending to entrepreneurial people around the world.

Educational Savings

A great college cost calculator.

How ESAs can help you save for college.

How 529 Plans can help you save for college.

Estate Planning

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.


The only website that gives you a free credit report.

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?


Find out what your car might be worth.

All you need to know about Medicare.

Real Estate

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

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

Find out what your home might be worth.


Create an online Social Security account and get benefit information.