References
The Intelligent Investor (Revised)
by Benjamin Graham & Jason Zweig
Published by HarperCollins Publishers
The Wall Street Journal Guide to Understanding Money & Investing (Third Edition)
by Kenneth M. Morris & Virginia B. Morris
Published by Lightbulb Press, Inc
Consumer Information from the Federal Government
The quarterly Consumer Information Center Catalog lists more than 200 helpful federal publications. Obtain a free copy by calling 888-8-PUEBLO; on the Internet at www.pueblo.gsa.gov.
Other Resources
The following Professional Associations can provide referrals to qualified financial professionals in your community, as well as information on how to find, interview, work with, and check the disciplinary history of financial professionals.
www.fpanet.org
Financial Planning Association
1-800-322-4237
www.cfp.net
Institute of Certified Financial Planners
1-888-237-6275
www.napfa.org
National Association of Personal Financial Advisors (Fee-only Planners)
1-888-FEE-ONLY
www.aicpa.org
American Institute of Certified Public Accountants,
1-888-777-7077
www.iarfc.org
International Association of Registered Financial Consultants
1-800-532-9060
To check the disciplinary history of a financial planner or advisor:
www.finra.org
Financial Industry Regulatory Authority
You can research advisors and brokers on the "Investor Information."
Most insurance, annuity, long-term care and disability income insurance contracts contain exclusions, limitations, reductions of benefits, surrender charges and terms for keeping them in force. Your representative can provide you with costs and complete details. Securities and investment advisory services offered by MetLife Securities, Inc., a broker/dealer (member NASD/SIPC) and a registered investment advisor. 200 Park Ave, New York, NY 10166
