Financial & Lifestyle Planning Resources:
- Life Balance - As you navigate transitions in life, our team will lead you to implement this Balance Wheel to rejuvenate your life and finances.
- Weight-Loss, Wellness, and Healthy Living - Learn what medical research says you can do to support longevity and quality of life
- Creating a Legacy of Generosity During Life - What is a Donor Advised Fund (DAF) and how could it be a part of your story?
- Grief Share - Sometimes life includes loss. You don't have to walk through it alone.
- The Wela Way - Resources for teaching kids financial and life skills
- Legal Resources of Seniors
Higher Education and Student Loan Resources:
- College Scoreboard - Compare costs of higher education institutions
- Student Loan Forgiveness, Cancellation, and Discharge - Here is what you need to know.
- Student Loan Hero - Do you qualify for public service loan forgiveness? Be sure you check out this article
- The Simple Dollar - College Loan Consolidation Guide
Taxes & Government Agencies:
- Securities Exchange Commission (SEC)
- Social Security Administration
- TX State Securities Board
- Internal Revenue Service
Link Disclosure: 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.