Helping individuals and families preserve and grow their wealth, simplify their lives, and live their dreams.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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At Zeller Kern, we believe that the better informed you are about investments, finance and business, the better your decisions about managing your wealth will be. We also believe it is just as important to take good care of your health and enjoy life to its fullest. We invite you to explore the web sites, articles, commentaries and recommended reading listed below.

Financial Planning Resources for Clients

Financial DNA
Free Annual Credit Reports
Saving for College

Tax Information

General Tax Information
Business Tax Information
CA State Tax Information
CA Tax Service Center

Financial Market Information & News

Alltop
Bloomberg.com
Barron’s

CEO’s Corner

CEO Challenges
 CEO Express
Chief Executive
Guardian 24/7
Insite Security
Marquis Jet
NetJets
Sentient Flight Group
Stratfor Global Intelligence
TeamWorks International
Article: Power Up Productivity in Down Times
Article: Exit Routes for Business Owners
Article: "C" vs. "S" Corporations
Article: Business Continuity Planning
Article: Inevitabilities
Article: ESOP Opportunities
Article: Value Drivers
Article: Employee Incentive Planning
Article: Transferring Wealth to Children – A Primer for Business Owners
Article: Business Valuation
Article: Using Short-Term Key Employee Incentives to Increase Sale Price
Article: Transferring your Company to Key Employees

Family Business

Family Business Magazine
Family Firm Institute

Family Legacy

Article: Creating An Ethical Will, By Steven E. Zeller, CFP®
Article: Filling the Legacy Gap, by Peg Eddy
Book: Family Business Values, by Craig E. Aronoff
Book: Wealth in Families, by Charles W. Collier
Book: Family Wealth–Keeping It in the Family, by James E. Hughes Jr.

Charitable Organizations

People Reaching Out
Sacramento Region Community Foundation

Sacramento Professionals

Porter Law Group
Dane Henas Design
Bill Mahon Photography

Living Well

Book: The China Study, by T.Colin Campbell
Book: Inflamation Syndrome, by Jack Challem
Health A to Z
Mayo Clinic
Origami Foods
Retirement Living

Lifestyle

Action Trips: Moab, Utah
Action Trips: Blueberry Lake, Quebec
Action Trips: Tamarindo Diria, Costa Rica
Amador Wine Country
Davies Symphony Hall
Epicurious
Fishing Trips, Recommended
Folsom Arts Association
Food Network
Maui Weather
Napa Valley Wineries
PGA
Sacramento Philharmonic
Southeast Alaska Wilderness Retreat
Sterling Albert Winery
Travel Channel
Wine Country