Below are some tools we thought would be helpful to you, our consumers!
Whether you are looking for a planner, or tips for hiring a financial planner, we hope this information proves helpful to you...
Let's Make a Plan The CFP(R) Board of Standards also supports a "find a planner" function, again developed and designed to assist consumers seeking financial planning advice in finding a qualified compatible CFP® professional.
Articles Of Interest
Tips For Hiring A Financial Planner from the WSJ.
Choosing a CFP® Professional from the Financial Planning Association.
Building Wealth Federal Reserve of Dallas. A personal finance education resource that presents an overview of wealth-building strategies for consumers, community leaders, teachers and students.
National Association of Unclaimed Property Administrators (NAUPA) This site was developed by state unclaimed property experts to assist you - free of charge - in your efforts to search for funds that may belong to you or your relatives.
CalHOPE The California Hope, Opportunity, Perseverance and Empowerment (HOPE) for Children Trust Account Program. The HOPE program will provide a trust account to an eligible child who lost their parents or guardian to cOVID-19 during the public health emergency, as well as children who have been in the foster system over 18 months.
CalSAVERS California's retirement savings program for workers who do not have a way to save for retirement at work.
CalABLE California Achieving a Better Life Experience Act. Tax-free treatment on earnings to pay for qualified disability-related expenses