The 2017 and 2018 e-Pocket Tax Tables Guide is intended to be a quick reference guide. It is our recommendation that you always consult with a tax professional on tax related matters.
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Apps that help small business owners better manage and grow their business.
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Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Life insurance proceeds are generally tax-free. But not in all cases.
Understanding how capital gains are taxed may help you refine your investment strategies.
Purchasing homeowners insurance is critical for protecting your home.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Learn when it may not make sense to file a claim on your home insurance.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how to set up your financial goals for success? This knight does.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
You’ve made investments your whole life. Work with us to help make the most of them.
Here’s a crash course on saving for college.
All about how missing the best market days (or the worst!) might affect your portfolio.
Have you found yourself suddenly single? Here are 3 steps to take right now.