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Financial Tools

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Talk With an Expert

We Are Always Here to Help, but We’ve Also Created a Bunch of Tools For You to Manage Your Finances On Your Own!

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Resources & Calculators

Useful Resources for Financial Management & Forecasting

401k Calculator

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Interest Calculator

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Retirement Planner

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Payment Manager

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Resources

Other Tools & Resources

Debt & Credit Cards

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Retirement

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Insurance

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Savings

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Invetsments

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Taxes

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Can You Claim Your Parents as Dependents in Texas?

Can You Claim Your Parents as Dependents in Texas?

Supporting your parents as they age is a common situation, and sometimes, that support extends to their finances. If you live in Texas and provide significant financial assistance, you might be eligible to claim them as dependents on your federal tax return. This can...

Texas Franchise Tax: What You Need to Know

Texas Franchise Tax: What You Need to Know

When it comes to taxes, businesses operating in Texas have more than just federal income tax to consider. The Texas Franchise Tax, sometimes referred to as the "margin tax," is a key component of the state's tax system. Understanding this tax is essential for...

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