Resources & Documents

American Association of Daily Money Managers (AADMM)

American Association of Daily Money Managers
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 and Things to Consider

FINRA Investors: Frauds and Scams Website
Money-Mind 101: Financial Management Training for Young Adults
BankRate.com
10 Questions you should Ask your Financial Advisor

Other Professionals and Associations

Tax Payers

Professional Fiduciary Council of Florida
National Association of Senior Move Managers
Aging Life Care Association
Wills, Trusts and Estate Certified Lawyers - Florida Bar
Certified Financial Planner - Financial Planning Association

Tips for Taxpayers, Victims about Identity Theft and Tax Returns
IRS and Identity Protection
Is the IRS calling...or is it?

Seniors

Resources for Aging in Place
Financial Resources for Seniors

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

Download File

---

Information to be Shared

Simply Balanced Solutions

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

Download File

---

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

Download File

---

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

Download File

---

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

Download File

---

Reporting and Forms

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

Download File

---

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

Download File

---

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

Download File

---

AADMM information

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

Download File

---

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

Download File

---

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

Download File

---

Annual Credit Report & Identity Theft

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

Download File

---

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

Download File

---

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

Download File

---

Helpful How To Do(s) & Checklists

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

Download File

---

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

Download File

---

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

Download File

---