"Liz truly cares about her clients. She is very reliable and inspires great confidence and trust."
~ Dr. Devatara Holman
Marin Oriental and Integrative Medicine


----------------------------------------
415-465-3360

 

Helpful Links  

 

Books

 

• "How to Retire with Enough Money: And How to Know What Enough Is"
by Teresa Ghilarducci

• "Rescuing Retirement: A Plan to Guarantee Retirement Security for All Americans"
by Tony James &Teresa Ghilarducci


Resources

Online account with theSocial Security Administration - get year end 1099-SSA,
see your SSA benefit, and more
https://SSA.gov

Report calls from persons claiming to be with the Social Security Administration
https://oig.ssa.gov/

Article on protecting your personal assets
https://oig.ssa.gov/sites/default/files/PII.pdf

Fraud Watch Network Helpline
https://www.aarp.org/money/scams-fraud/helpline.html  - 877-908-3360

Obtain I-9, W-9, W-4 and many other forms
https://www.IRS.gov