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

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
Is the IRS calling...or is it?

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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