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
- Medicare
Other:
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