(210) 960-2117

David C. Rouse, CPA* CFP® 

Coordinated Tax and Financial Planning

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

 

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Catch-Up Contributions

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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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This investment account question is vital and answered as early as possible.

Your Cash Flow Statement

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