Helpful Links and Documents
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Listing these links does not constitute expertise in any and all content provided in these links.
 
Internal Revenue Service: (https://www.irs.gov)
California Franchise Tax Board (https://www.ftb.ca.gov/)
IRS Publications:

Social Security (https://www.ssa.gov/)
FINRA Financial Capability Studies:  
Government Economic & Financial Data:
The Trinity Study or "4% Rule"
Costs of Investing:  Just because you don't see these costs on your statement, doesn't mean they aren't there.
401(k) and Investment Considerations:
Milliman Medical Index:  Tracks the cost of medical care for a typical family of four.  (http://www.milliman.com/mmi/)
Crestmont Research:  Financial Market and Economic Research
Free Application for Federal Student Aid (FAFSA) (https://fafsa.ed.gov/) and other Student Loan Information:
National Association of Insurance Commissioners (NAIC) Life Insurance and Annuity Buyer's Guides:
California Department of Insurance:
Understanding Life Insurance:
Miscellaneous Articles and Web Links: