Resources

Education

• Saving for College

Financial News and Information

• Bloomberg
• CNN Money
• Smart Money
• Wall Street Journal

Financial Planning for Seniors

• Medicare

Financial & Investment Resources

• Investopedia
• Morning Star
• Vanguard

Financial Industry Organizations

• Certified Financial Planner Board of Standards
• College for Financial Planning
• National Association of Personal Financial Advisors

Retirement

• AARP
• Medicare
• Social Security

Member of

• Desert AIDS Project
• Desert Business Association
• Desert Estate Planning Council
• Financial Planning Association
• National Association of Personal Financial Advisors
• Palm Springs Business Network
• Rancho Mirage Chamber of Commerce