GENERAL RESOURCES
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.
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
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 San Luis Obispo - See what our town has to offer