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LINKS
TEAM PLANNING = BEST SOLUTIONS
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Colleges & Financial Aid
- Financial Aid
Do you or your clients need money for college? Check out this comprehensive web site for student financial aid. Information about where to find scholarship and/or loan money and how to choose the right options for you. Helpful hints to avoid scholarship "scams" and calculators to determine how much money you really need.
- Saving for College
Everything you ever wanted to know about 529 Plans can be found at this one web site. A complete listing of State sponsored 529 Plans, along with the specific features of each plan. Learn which states offer tax incentives to their residents and which ones have the highest contribution limits. Find out if the advantages of a 529 Plan is right for your client.
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For Professionals
- FPA Regional Conference Information
The official website for the FPA Northern California Regional Conference, this site gives you all the information you need to be a part of this successful annual event. After the conference, look here for a recap of events and to order audio tapes of the various speakers.
- Securities Information
Ever wonder what happened to that Limited Partnership you purchased back in 1986? Well, here's the place to find out. Every company listed with the Securities and Exchange Commission is required to file regular reports with the SEC on the status of their firms. This website gives you access to most of these reports and very often provides contact information for the subject companies.
- FPA National Website
One of our most valuable resources, the FPA National Website contains extensive information on the state of the Financial Planning Industry. An advocate for the financial education of investors and professionals alike. Visit this website regularly for the latest news on FPA chapters; events; regulations; and practice management.
- CFP Board of Standards
Want to know more about what being a CFP means? Resources are at your fingertips on this multi-faceted website devoted to promoting the Certified Financial Planner designation. Find a CFP; become a CFP; or even file a complaint about a CFP right here.
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Gov't & Regulatory
- CA Dept. of Corporations
For registration as a Registered Investment Adviser or a Securities Sales representative in the State of California, the CA DOC is the state agency responsible for establishing rules; protecting investors; and regulating professionals. For a list of State required fees or to find a state registered Investment Adviser, try this website.
- CA Dept. of Insurance
In order to sell insurance in the State of California an agent must be registered with the CA Department of Insurance. Check out your insurance representative or find out how many CE credits you need at this state agency website.
- California Franchise Tax Board
A resource for taxation information including downloadable tax forms and details of the FTB's electronic filing services.
- Internal Revenue Service
Everything from tax forms to refund information can be found on this official website of the Internal Revenue Service.
- Municipal Securities Rulemaking Board
Check out this web site for current Rules and Regulations regarding the sale of Municipal Securities. Remember, 529 College Savings Plans are now classified as municipal securities and are subject to the MSRB Rules. This site will give you complete information and/or forms as well as keep you current on proposed regulations.
- NASD
The official website of the National Association of Securities Dealers, this site provides extensive information on all aspects of their organization. This site has become one of their primary means of communication with member firms for all of their various events and proposals.
- NASDR
The regulation arm of the NASD, the NASDR website posts news and information regarding their ongoing efforts to provide oversight for securities professionals and protection for investors. Research NASD actions against member firms and review NASD notices to members on current regulatory issues.
- Securities and Exchange Commission
Leading the way for Securities registration in this country, the U.S. Securities and Exchange Commission provides exhaustive amounts of information through their website. Find an RIA; check out the latest rules and regulations; find out the status of a Broker/Dealer; or just download a Form ADV. All of this and more is available at this website.
- Social Security Online
Questions about Social Security benefits or taxation? Time to apply for retirement benefits? Find information on all your Social Security questions at their official website. An invaluable resource for many needs.
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Reference- Morningstar Advisor
A dynamic website for comparing mutual fund families; checking performances; or staying up to date on a variety of industry issues. This site receives input from a wide range of professionals which helps it keep its finger on the pulse of today's marketplace.
- Morningstar
Stocks, Mutual Funds and Investing.
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Retirement
- IRA Planning
This site provides required distribution planning information to help optimize the benefits available from IRAs and other qualified plans. Get answers to many of your questions regarding mandated withdrawls under a variety of circumstances.
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DISCLOSURE:
At certain places on this FPA Monterey Bay Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of FPA Monterey Bay . FPA Monterey Bay does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by FPA Monterey Bay .
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