(210) 960-2117

David C. Rouse, CPA* CFP® 

Coordinated Tax and Financial Planning

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

 

Related Content

Your DNA Test

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."