(210) 960-2117

David C. Rouse, CPA* CFP® 

Coordinated Tax and Financial Planning

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

Related Content

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.