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David C. Rouse, CPA* CFP® 

Coordinated Tax and Financial Planning

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

 

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A Look at Systematic Withdrawals

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This calculator may help you estimate how long funds may last given regular withdrawals.

Contributing to an IRA?

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.