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Links, Articles, and Other Helpful Resources

DISCLAIMER: by providing links to other sites, ClariFinancial LLC does not guarantee, approve, or endorse the information or products on these sites.

Financial News Sources

The Wall Street Journal

Bloomberg 

 

Investment Research and Information

Morningstar

SEC Information for the Individual Investor

 

Medicare Information

Medicare

AARP Medicare Starter Kit

 

Social Security Information

Social Security

AARP Social Security News and Resources

 

Financial Professional Resources

CFP® Board Information

Find a CFP Professional

Fee-Only Financial Planner: What’s the Difference 

 

Disclosures and Policies

ADV Part 2A

ADV Part 2B

Privacy Policy

Articles Written by
Clarissa Krinsky
 

Los Ranchos Village Vision Magazine

A Guide to Year-End Financial Planning

What is a Mutual Fund?

What is an ETF? 

Safe and Secure Online Banking

A Financial Directory for Your Life

Socially Responsible Investing

A Review of 529 Savings Plans

 

 

Greater Albuquerque Medical Association 

The Doctor's Loan 

Asset Protection

A Few of My Favorite Sites

Financial Literacy for Doctors

The Dreaded Higher Tax Bracket

 

 

Invited Presentations

Presbyterian Healthcare Services

Financial Wellness 

 

 

Budgeting, Credit, Finance Basics

SALT - helps you plan, pay, and repay college

Mint - managing money and budgets

NerdWallet - find the best deals on credit cards, insurance, mortgage rates and more

NFCC - credit and debt advice

 

College Savings

College Savings Plan Network

Saving for College

 

Student Loans 

FinAid

 

Financial Information for Medical Students and Residents

AAMC First for Students and Residents

 

Articles

Morningstar – “3 Lessons From Warren Buffet’s Bet Against Hedge Funds”

Wall Street Journal – “The Key to the Best Financial Advice: ‘Humility in Large Doses’”

Journal of Financial Planning – “Financial Planner Use Among Black and Hispanic Households”

 

 

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 Disclosure: ClariFinancial  (“RIA Firm”) is a registered investment adviser located in Albuquerque, NM.  ClariFinancial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. ClariFinancial’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of ClariFinancial’s web site on the Internet should not be construed by any consumer and/or prospective client as ClariFinancial’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by ClariFinancial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of ClariFinancial, please contact the state securities regulators for those states in which ClariFinancial maintains a registration filing. A copy of ClariFinancial’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from ClariFinancial upon written request. ClariFinancial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to ClariFinancial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

 

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ClariFinancial, LLC    1718 Central Ave SW, Suite C    Albuquerque, NM 87104    505 554 2329    Map

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