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David C. Rouse, CPA* CFP® 

Coordinated Tax and Financial Planning

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

 

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Choosing a Retirement Plan that Fits Your Business

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To choose a plan, it’s important to ask yourself four key questions.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.