Links

Investment Management (for current clients)

Schwab Alliance

Financial Planning

Education Funding:
California College Funding Program
College Planning
Financial Aid
Saving for College

Estate Planning:
National Association of Estate Planning
Financial Calculators

Mutual Fund Research:
Morningstar
Socially Responsible Investments

Social Security:
Social Security Administration

Insurance

Blue Cross: Apply for Coverage

Blue Shield: Apply for Coverage

HealthNet: Apply for Coverage

Kaiser: Apply for Coverage
(Put in Barbara's Broker ID, 9742)

SRI Specialty Risk for Travelers: Get A Quote

Medicare Web Site

State of California Consumer Insurance Information Guides
(Consumer information about all kinds of insurance )

Tax Planning

Internal Revenue Service

California Franchise Tax Board

California Society of Enrolled Agents