Investment Strategies

Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.

Financial Guides

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Investment Basics: What You Should Know Asset Allocation: How To Diversify For Maximum Return Buying On Margin: How It Works and What To Watch Out For Financial Planning Checklist Investment Clubs: What You Need To Know Swap Tactic Lets You Defer Capital Gains Tax Changing Jobs? Don't Forget Your 401(k) How Brokers Execute Trades: What Every Investor Should Know Investing In Mutual Funds: The Time-Tested Guidelines Mutual Fund Taxation: How To Cut The Tax Bite Penny Stocks: How To Investigate Them and Avoid the Traps Annuities: How They Work and When You Should Use Them 10 Retirement Saving Tips Your Retirement Plan: How To Get Started Roth IRAs: How They Work and How To Use Them

Frequently Asked Questions

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Investment Options: Frequently Asked Questions Mutual Funds: Frequently Asked Questions Stocks: Frequently Asked Questions Bonds: Frequently Asked Questions Annuities: Frequently Asked Questions Retirement Assets: Frequently Asked Questions Developing a Financial Plan: Frequently Asked Questions Traditional vs Roth IRAs: Frequently Asked Questions

Financial Calculators

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Am I saving enough for my retirement? How Much Can I Contribute To An IRA? Should I Convert To A Roth IRA? What are my projected required minimum distributions? How Do Taxes and Inflation Impact My Investment Return? What are my projected required minimum distributions? Becoming A Millionaire

Monica S. Wellmaker, C.P.A., P.A.
1500 14th Avenue Suite. B
Vero Beach, FL 32960
Phone: (772)562-3663
monica@monicawellmaker.com