To schedule a consultation with Donna Chaney at her Glendale office, email or call 626.768.0080.

Resources
Stay informed and in control

Donna offers these links so you can become better informed and always remain in control of your finances. Please check this page often for new links.

How to Hire a Financial Advisor

• 8 Things Your Financial Planner Won’t Tell You by Liz Pulliam Weston

• American Institute of Certified Public Accountants (AICPA) factsheet (PDF 450K)

• Financial Industry Regulatory Authority (FINRA)

• Money 101: Hiring Financial Help from CNN Money

• Money Guide: How to Pick a Financial Planner by Jane Bryant Quinn

• Questions to Ask Your New Financial Advisor from the Wall Street Journal

• SEC

Planning Tips and Financial Literacy

• AICPA 360 Degrees of Financial Literacy

• AICPA Consumer Information

• CalCPA Community Outreach

• CalCPA Public

• Money-Saving Tips

Media on Money and Planning

• All Your Worth: The Ultimate Lifetime Money Plan

• Herb & Dorothy: A documentary on extraordinary art collectors

• The Intersection of Joy and Money

• Personal Finance Columnist Jane Bryant Quinn

• Personal Finance Columnist Liz Pulliam Weston

• Small Business and Financial Planning Columnist Karen E. Klein

• Why You Get Bad Investment Advice

• Your Money or Your Life

Cash Flow Management

• Quicken/Quicken Online

Insurance

• Life and Health Insurance, CHM Insurance

Taxes

• Page & Associates, Certified Public Accounts

Estate planning

• Estate Planning Attorney Carol Peters

• Trial & heirs: Famous Fortune Fights!…and what you can learn from celebrity errors (Volume 1)

Specialty Services

• Career and Entrepreneur Marketing Expert Lilli Cloud

• Real Estate Agent Peter Stamison

• Senior Care and Advocacy: About Senior Solutions