(210) 960-2117

David C. Rouse, CPA* CFP® 

Coordinated Tax and Financial Planning

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

 

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Understanding how capital gains are taxed may help you refine your investment strategies.

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One of the most common questions people ask about Social Security is when they should start taking benefits.