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Resources

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Top 25% of

Income Earners

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U.S. National

Debt Clock

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Tax Rate History

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Wealth Assessment

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Relationship Agreements

Books & Websites

  • Tax-Free Retirement, by Patrick Kelly

  • The Soul of Money: Transforming Your Relationship with Money and Life, by Lynne Twist

  • Discovering Agreement: Contracts that turn conflict into creativity, by Linda G. Alvarez​

  • Life-Changing Foods: Save Yourself and the Ones You Love with the Healing Powers of Fruits and Vegetables, by Anthony William

  • The Artists Way: A Course in Discovering and Recovering Your Creative Self, by Julia Cameron

  • The Big Leap: Conquer Your Hidden Fear and Take Life to the Next Level, by Gay Hendricks​

  • The Four Agreements: A Practical Guide to Personal Freedom, by Don Miguel Ruiz

General Financial Info

Tax Returns (Previous Years)

Credit Report

W-2 Payroll Statement

IRS Website

IRS Publication 504

Social Security

College Financial Aid

Missing Money

National Assoc. of Unclaimed Property

DivorciFi

Institute for Divorce Financial Analysts

IACP

Collaborative Divorce California

Collaborative Divorce Solutions of OC

DivorceOptions

RockStar Financial

San Diego, CA

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Privacy Policy

Insurance Licenses #0D41062 & #0F42950

Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

This commentary reflects the personal opinions, viewpoints and analyses of the author, Julia Sky King. It does not necessarily reflect the views of Foundations Investment Advisors, LLC (“Foundations”) and is provided for educational purposes only and the contents are solely maintained by and the responsibility of the applicable 3rd party . The 3rd party content is subject to change at any time without notice, and does not represent an express or implied opinion or endorsement of any specific investment opportunity, investment strategy or planning strategy. Foundations in no way deems reliable any statistical data or information obtained from or prepared by third party sources in this commentary, nor does Foundations guarantee its accuracy or completeness. No legal or tax advice is provided or intended.

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