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Helpful Links and Documents
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Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Listing these links does not constitute expertise in any and all content provided in these links.
Internal Revenue Service: (
California Franchise Tax Board (
IRS Publications:

Social Security (
FINRA Financial Capability Studies:  
Government Economic & Financial Data:
The Trinity Study or "4% Rule"
Costs of Investing:  Just because you don't see these costs on your statement, doesn't mean they aren't there.
401(k) and Investment Considerations:
Milliman Medical Index:  Tracks the cost of medical care for a typical family of four.  (
Crestmont Research:  Financial Market and Economic Research
Free Application for Federal Student Aid (FAFSA) ( and other Student Loan Information:
National Association of Insurance Commissioners (NAIC) Life Insurance and Annuity Buyer's Guides:
California Department of Insurance:
Understanding Life Insurance:
Miscellaneous Articles and Web Links:
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