Resources

Firm Documents

• ADV 2A
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• ADV 3

Useful Websites

TAXES:

• Internal Revenue Service

Government Agencies:

• Social Security Administration

News:

• The Wall Street Journal
• New York Times

Calculators

• Smart Bond Investing Accrued Interest Calculator
• Retirement Calculator
• College Savings Calculator
• Loan Calculator
• Savings Calculator
• 401(k) and IRA Minimum Required Distribution Calculator

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