Resources & Documents

American Association of Daily Money Managers (AADMM)

How Daily Money Manager Can Help Manage Finances
Financial Goals for the New Year and Tax Prep Tips
Identity Theft Prevention: Tips and Resources
Financial Organization Tips For Peace of Mind
The Five Pillars For a Strong Financial Literacy Foundation

Useful Websites

FINRA Investors: Frauds and Scams Website
Money-Mind 101: Financial Management Training for Young Adults
BankRate.com
American Association of Daily Money Managers

Seniors

Resources for Aging in Place
Financial Resources for Seniors

Protect-Yourself-From-Abuse.pdf
File Size:	237 kb
File Type:	pdf

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Tax Payers

Tips for Taxpayers, Victims about Identity Theft and Tax Returns
IRS and Identity Protection
Suspicious e-Mails and Identity Theft

Information to be Shared

Simply Balanced Solutions

Jennifer Shulman Business Card.pdf
File Size:	122 kb
File Type:	pdf

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SBS Information Folder.pdf
File Size:	2025 kb
File Type:	pdf

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We Work to Make Your Life Easier - Seniors
File Size:	352 kb
File Type:	pdf

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Reporting and Forms

Net Worth Statement
File Size:	113 kb
File Type:	pdf

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Account Statement Sample Client.pdf
File Size:	98 kb
File Type:	pdf

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Privacy Policy and CDAF Forms.pdf
File Size:	57 kb
File Type:	pdf

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AADMM information

AADMM Daily Money Management -Overview.pdf
File Size:	353 kb
File Type:	pdf

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AADMM Code of Ethiccs.pdf
File Size:	332 kb
File Type:	pdf

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AADMM Standards of Practice.pdf
File Size:	777 kb
File Type:	pdf

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Annual Credit Report & Identity Theft

Annual Credit Report Request Form
File Size:	41 kb
File Type:	pdf

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Ways to Reduce the Risks of Identity Theft
File Size:	66 kb
File Type:	pdf

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How To Pull Your Credit Report
File Size:	115 kb
File Type:	pdf

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Helpful How To Do(s) & Checklists

Record Retention Guidelines
File Size:	84 kb
File Type:	pdf

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Important Papers and Document Checklist
File Size:	85 kb
File Type:	pdf

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How to Balance Checkbook
File Size:	125 kb
File Type:	pdf

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