Real Answers From Trusted Sources
Making sense of your future should not be complex. We’ve gathered some insightful resources that address some of your specific needs and questions.
Governmental
Where’s My Refund?
Web Pay
Search the CAG database and view tax returns filed by California charities to see how the charity spends your money.
The State of California's website for all taxpayers. Obtain forms and publications or check on your refund status.
Confirm your property tax payments or find answers to questions online.
Financial
Money Magazine offers an online edition that is a great resource for financial information.
California's ScholarShare Tuition Program
It's never too early to start savings for college. ScholarShare offers a tax-advantaged way to put aside money for a child's college education.
National Tuition Savings Programs
For information on Tuition Savings Plan nationwide, visit this site sponsored by the National Association of State Treasurers.
Learn how automobile leases work and how to get the best deals. Includes formulas for calculating monthly leasing payments when you know what price vehicle you want.
Nat'l Assn. of Unclaimed Property Admin.
Visit this site for links to official state by state sites to search for unclaimed property.
Missing Money-Unclaimed Property
Yet another website to search for unclaimed property.
This book by Lynn McPhelimy is an excellent resource for organizing important documents and notes in your estate plan-"A Working Book to Help You Live and Leave This Life!"