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Resources

Resources

Download Vibrance Wealth Management Materials:

Initial Consultation - What to Expect

Initial Consultation Questionnaire

Financial Planning Process and Schedule

Financial Planning Questionnaire

Risk Profile Questionnaire

Budget Worksheet

Personal Financial Website Overview

Personal Financial Website Security

What’s Hot?

Secure Act 2.0
https://www.napa-net.org/secure-20

2024 Market Outlook
BlackRock
T Rowe Price

American Rescue Plan Act of 2021
https://www.whitehouse.gov/american-rescue-plan/

Proposition 19 in California
https://sfassessor.org/Prop19

CARES Act
https://home.treasury.gov/policy-issues/cares
https://www.sba.gov/funding-programs/loans/covid-19-relief-options/sba-debt-relief

Secure Act
https://www.dol.gov/agencies/ebsa/laws-and-regulations/laws/secure-act
https://www.shrm.org/resourcesandtools/hr-topics/benefits/pages/house-passes-secure-act-2-to-promote-retirement-savings.aspx
https://www.shrm.org/resourcesandtools/hr-topics/benefits/pages/house-passes-secure-act-to-ease-401k-compliance-and-promote-savings.aspx

CalSavers Retirement Savings Program in California
https://www.calsavers.com/

Retirement Plan Fiduciary Responsibilities
https://www.dol.gov/general/topic/retirement/fiduciaryresp

Recommended Resources

Financial Planning
https://www.letsmakeaplan.org/learning-center
https://www.letsmakeaplan.org/why-choose-a-cfp-professional

Investment Concepts
https://www.investopedia.com/
https://www.aaii.com/classroom

Retirement Planning
https://www.kiplinger.com/kiplinger-tools/retirement/t047-s001-retirement-savings-calculator-how-much-money-do-i/index.php
https://www.ssa.gov/site/signin/en/

Income Tax Planning
https://www.crfb.org/blogs/2020-federal-tax-brackets-are-here

Education Planning
https://www.savingforcollege.com/intro-to-529s/what-is-a-529-plan
https://www.bankrate.com/insurance/life-insurance/life-insurance-or-529/

Insurance Planning
http://www.insurance.ca.gov/01-consumers/105-type/95-guides/07-life/life-ins-guide.cfm
https://www.aarp.org/caregiving/financial-legal/info-2017/long-term-care-calculator.html

Estate Planning
https://www.nolo.com/legal-encyclopedia/wills-trusts-estates
https://estate.findlaw.com/
https://fivewishes.org/

Year-End Planning
http://www.hsabank.com/hsabank/homepage
https://www.annualcreditreport.com/index.action

Retirement Plans for Plan Sponsors:
https://www.irs.gov/retirement-plans/plan-sponsor/types-of-retirement-plans
https://www.dol.gov/sites/dolgov/files/EBSA/about-ebsa/our-activities/resource-center/publications/understanding-retirement-plan-fees-and-expenses.pdf

Retirement Plans for Plan Participants:
https://www.dol.gov/agencies/ebsa/about-ebsa/our-activities/resource-center/publications/understanding-your-retirement-plan-fees
https://www.dol.gov/sites/dolgov/files/EBSA/about-ebsa/our-activities/resource-center/publications/maximize-your-retirement-savings.pdf

FAQs

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19656 Stevens Creek Blvd.

Cupertino, CA 95014

P: 408.475.8883 info@vibrancewealth.com

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Vibrance Wealth Management serves high-net-worth individuals and corporations in Silicon Valley and the Bay Area, including, but not limited to, those in the following localities: Santa Clara County including Campbell, Cupertino, Los Altos, Milpitas, Mountain View, Palo Alto, San Jose, Santa Clara, Saratoga, and Sunnyvale; San Mateo County including Atherton, Belmont, Burlingame, Menlo Park, Redwood City, San Carlos, and San Mateo; and Alameda County including Fremont and Milpitas. View More

Vibrance Wealth Management’s advisory services are offered through Centric Advisors, LLC, which is a Registered Investment Adviser. Information presented here is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.

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