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

Resources
Stay informed and in control

Donna Chaney offers these links to help you become better informed and always in control of your finances. Please check this page often because new links are always being added.

How to Hire a Financial Advisor

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

• Financial Industry Regulatory Authority (FINRA)

• SEC

• Wall Street Journal – Questions to Ask Your New Financial Advisor

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

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

• CNN Money – Money 101: Hiring Financial Help from CNN Money

Planning Tips and Financial Literacy

• AICPA Consumer Information

• AICPA 360 Degrees of Financial Literacy

• Money-Saving Tips

• Cal CPA Public

• Cal CPA Community Outreach

Media on Money and Planning

• Why You Get Bad Investment Advice

• All Your Worth: The Ultimate Lifetime Money Plan

• The Intersection of Joy and Money

• Your Money or Your Life

• Herb & Dorothy – documentary on extraordinary art collectors

• Personal Finance Columnist Jane Bryant Quinn

• Personal Finance Columnist Liz Pulliam Weston

• Small Business and Financial Planning Columnist Karen E. Klein

Cash Flow Management

• Quicken/Quicken Online

Insurance

• Health Insurance

Taxes

• Page & Associates

Estate planning

• Estate Planning Attorney Carol Peters

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

Specialty Services

• Senior Care and Advocacy: About Senior Solutions

• Real Estate Agent Peter Stamison

• Career and Entrepreneur Marketing Expert Lilli Cloud