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David C. Rouse, CPA* CFP® 

Coordinated Tax and Financial Planning

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

 

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Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.