Tax Preparation and Planning, Fee-Only Financial Planning in San Jose CA and Surrounding Area
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Kent Noard - Tax Planning and Preparation
 
 

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KLN Documents
  Financial Planning Documents
Tax Planning Documents

Contact Information
Financial Planning Documents
  General Financial Topics
Buying A Home

CFP Board Documents
Education Planning
Investment
Insurance
Senior Issues
Software & Record Keeping
Tax Planning Documents
  General Tax Topics
Government Links
Education & Learning
  Extended Learning
   
   
   
   
   
KLN Documents
  KLN Financial Planning Documents
 
Financial Planning Advisory Agreement
 
Uniform Application for Investment Advisor Registration (including Schedule F)
 
10 Questions To Ask When Selecting A Financial Advisor
  KLN Tax Planning Documents
 
Tax Services Agreement
 
Getting Ready For Your Tax Appointment
 
Electronic Filing Policy
  KLN Contact Information
 
Driving Directions
   
Financial Planning
  General Financial Topics
     
  Buying A Home
 
Yahoo: Mortgage Center
 
Yahoo: Mortgage Calculators
  CFP Board Documents
The CFP Board of Standards provides consumers with various downloadable publications to help them make qualified decisions when it comes to planning for their financial future.
 
What You Should Know About Financial Planning
 
Financial Planning Process
 
How to Choose a Planner
 
Your Rights as a Financial Planning Client
  Education Planning
 
SavingForCollege.com
This site provides information about the various plans that are available to provide for saving for college educations.
 
Yahoo: Financial Education Center
 
FinAid: SmartStudent Guideto Financial Aid
  Investment
 
Charles Schwab & Co
Stock, Bond, and Mutual Fund Trading
 
Vanguard Mutual Funds
No-Load mutual funds utilizing, in some cases, a index funds. The site also provides various financial calculators and educational information.
  Insurance
 
Yahoo: Insurance Center
  Senior Issues
 
AARP
 
Elderweb
  Software & Record Keeping
 
Quicken
www.quicken.com
 
Record Retention For Individuals
Tax Planning
  General Tax Topics
 
Various Tax Topics
This site will link you with other sites relating to the topics listed.
  Government Links
 
Internal Revenue Service
This is the official site of the IRS and contains useful information about federal tax issues and access to all of the forms and publications published by the agency.
 
Franchise Tax Board
This is the official site of the State of California Franchise Tax Board and contains useful information about state tax issues and access to all of the forms and publications published by the agency.
 
Social Security Administration
This is the official site of the Social Security Administration and contains useful information about retirement and medicare benefits.
 
Bureau of Public Debt
This site provides information about purchasing T-Bills from the U.S. Treasury through Treasury Direct.
Education & Learning
  Extended Learning
 
University of California Santa Cruz Extension
 
The Institute for the Study of Western Civilization
If you are interested in learning more about the history of western civilization starting from biblical times to the present, I would highly recommend this program. It is a four-year program with each of the series beginning in the fall. The subjects are fascinating and the instructor is terrific.
     
     

 

 

 
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