Helping You Make Wise Financial Decisions

Web Resources

Scroll down to connect to resources on:
  College Planning and Financial Aid
  Debt Management and Budgeting
  Estate Planning
  Financial News and Information
  Financial Competency for Adults and Children
  Financial Planning and Investment Professional Associations
  Home Ownership and Mortgages
  Medical Finances
  Retirement Planning and Accounts
  Senior Issues and Eldercare
  Small Business

College Planning and Financial Aid

College Navigator
College Savings Plans Network
Federal Student Aid

Debt Management and Budgeting

American Association of Daily Money Managers
Debtors Anonymous
National Foundation for Credit Counseling
Comparing Credit Cards

Estate Planning

New Mexico Power of Attorney Form
New Mexico Power of Attorney for Health Care Form
New Mexico Medical Orders For Scope of Treatment (MOST Form)
Advance Health Care Directives -1
Advance Health Care Directives -2
Estate Planning Links
Five Wishes
National Network of Estate Planning Attorneys
American Bar Association on Health Care Decision Making
Watch Over Our Friends (WOOF)

Financial News and Information
Seeking Alpha
The Wall Street Journal

Financial Competency for Adults and Children

360 Degrees of Financial Literacy
Institute for Financial Literacy

Financial Planning and Investment Professional Associations

Certified Financial Planner Board of Standards, Inc.
CFA Institute 
CFA Society of New Mexico
Financial Planning Association
Garrett Planning Network
Kinder Institute of Life Planning
The National Association of Personal Financial Advisors
Society of Financial Service Professionals

Home Ownership and Mortgages

Freddie Mac
National Association of Realtors
U.S. Department of Housing and Urban Development


National Association of Insurance Commissioners


About ETFs
American Association of Individual Investors
Federal Deposit Insurance Corporation
Financial Industry Regulatory Authority (FINRA)
FINRA Investor Education Foundation
Fund Mojo
Mutual Fund Investor’s Center
New Mexico Securities Division
Securities Investor Protection Corporation
Securities and Exchange Commission

SEC Investment Adviser Public Disclosure


Medical Finances

Health Savings Resources

Retirement Planning and Accounts

Brightscope 401k Ratings
Roth IRA
Social Security Administration

Senior Issues and Eldercare

Aging In Place Technology Watch
Aging With Dignity

Center for Retirement Research

Elderhostel - aka Road Scholar
Fall Prevention Center
HHS Administration on Aging

Independent Transportation Network

Life Expectancy Calculator

National Council on Aging

New Mexico Aging and Long-Term Services Dept.
New Mexico Medical Orders For Scope of Treatment (MOST Form)

Medicare Counseling (State Health Insurance Assistance Programs - SHIP)
Senior Citizens Law Office (Albuquerque)

Social Security

Small Business

Employee Benefit Research Institute
New Mexico Small Business Development Center

Small Business Administration


American Institute of Certified Public Accountants
Internal Revenue Service
National Association of Tax Professionals
New Mexico Taxation and Revenue



At certain places on this Cole Financial Consulting, LLC Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Cole Financial Consulting, LLC. Cole Financial Consulting does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Cole Financial Consulting, LLC.