Resources

Here is a link to information regarding the Equifax Security Breach

Here is an InfoGraphic from the Peterson Foundation on Why Long Term Debt Matters Now

Looking for a budget form to capture monthly fixed and variable expenses? Here is one that covers just about  everything: IFABudgetDataGathering.pdf

Want to know what you should bring when you meet with a financial planner?  Here is a list from CFP Board: FinancialDocuments.pdf

Want some tips on selecting a financial adviser? Here is an investor bulletin from the SEC: Top Tips for Selecting a Financial Professional

We are serious about keeping your information confidential. Here is a link to our privacy policy: PennyTree Advisers Privacy Policy.pdf

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