(210) 960-2117

David C. Rouse, CPA* CFP® 

Coordinated Tax and Financial Planning

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

 

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Federal Income Tax

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?