(210) 960-2117

David C. Rouse, CPA* CFP® 

Coordinated Tax and Financial Planning

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

Related Content

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.