Useful Resources

For our current clients:

Morningstar Portal:  https://fp.morningstar.com

Schwab Log in:  https://client.schwab.com/

The Conversation Project:

http://theconversationproject.org/

The Conversation Project is dedicated to helping people talk about their wishes for end-of-life care.

NAPFA Financial Advisor Questionnaire

NAPFA Questionnaire

Cost of Long Term Care:

https://www.genworth.com/about-us/industry-expertise/cost-of-care.html

Researching Retirement Communities and their financial health:

https://www.nytimes.com/2018/03/09/business/retirement-community-financial-health.html

Information on paying for College:

https://studentaid.gov/

https://bigfuture.collegeboard.org/pay-for-college

Identity Theft Prevention Tips

Identity Theft Protection Tips

National Reverse Mortgage Lenders Association

https://www.nrmlaonline.org