RESOURCES

Research


  • Public company financial documents filed with the SEC
  • Social Security information at the SSA




Read


  • "The Little Book of Economics", by Greg Ip
  • "The Stock Options Book", by Wright, Baker, and Chernoff
  • "Plan Your Estate", by Denis Clifford




Find


  • Financial Advisors' backgrounds at FINRA
  • Certified Financial Planners at the CFP Board
  • Certified Public Accountants at the AICPA
  • ​Plain-English legal books and tools at NOLO​





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