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360 Degrees of Financial Literacy

A new website you will find useful.

As part of its on-going efforts to improve the financial health of Americans across all life stages and socio-economic levels, the American Institute of Certified Public Accountants (AICPA) and the CPA profession have set up a new consumer website,

The 360 Degrees of Financial Literacy website allows visitors to immediately pinpoint the financial information they need because it is organized by common life stages that trigger financial issues: childhood, college, career, military and reserves, couples and marriage, parenthood, home ownership, entrepreneurs, life crisis, sandwich generation and retirement. Unlike other resources covering financial issues, the CPA initiative, as reflected in the website, attacks the financial literacy crisis in a modular way.

I will be happy to assist you in navigating through any life changes you may be experiencing, now or in the future.

Jim Kelly 714-669-8200 or email