Resources

Resources prepared by Headwater Investments

Financial Well-Being for College Students
5 tips for college students to build good habits now. Plus bonus "helpful hints" for once you graduate.

Estate Planning
Estate planning is often a source of stress for people as they near retirement. Having a solid estate plan can make a big difference for your loved ones.

Retirement Made Simple: 401K Plan for Your Business
A simple, low-cost option for your small business that doesn't sacrifice features and benefits for your employees.

Other Resources

Useful Websites
Links to other websites that you might find helpful - IRS, Social Security, and Higher Education resources.

Calculators

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