Home
About
Firm Profile
Blog
Free Quote
Services
QuickBooks
Buy QuickBooks and Save
Buy Quicken
QuickBooks Promos
QuickBooks Tips
Why Quickbooks
QuickBooks Setup
QuickBooks Training
QuickAnswers
QuickTuneup
QuickBooks Tips
Business Services
Small Business Bookkeeping and Accounting
Part-Time CFO Services
Bank Financing
Strategic Business Planning
New Business Formation
Non-Profit Organizations
Tax Services
Tax Preparation
Tax Planning
Personal Financial Planning
Retirement Planning
Tax Center
Track Your Refund
Tax Due Dates
Tax Rates
IRS Tax Forms and Publications
Record Retention Guide
State Tax Forms
Online Tax Organizer
1040 Tax Calculator
Marginal and Effective Tax Rates Calculator
Tax Tips
Resources
Guides
Life Events
Business Strategies
Tax Strategies for Business Owners
Tax Strategies for Individuals
Investment Strategies
Frequently Asked Questions
Secure File Exchange
Tax Organizer Login
Free Tax Organizer
Calculators
Financial Calculators
Client Satisfaction Survey
Client Portal
Internet Links
Recommended Books
News and Weather
Newsletter
Previous Newsletters
Contact Us
Pay My Fee
COVID-19 Update
QuickBooks Online
Event Calendar
(804) 716-6970
Investment Strategies
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
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
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
IRAs: Frequently Asked Questions
Traditional vs Roth IRAs: Frequently Asked Questions
Financial Calculators
How Much Will I Need To Save For Retirement?
How Much Can I Contribute To An IRA?
Should I Convert To A Roth IRA?
What Is My Projected Required Minimum Distribution?
How Do Taxes and Inflation Impact My Investment Return?
When Should I Begin Saving For Retirement?
Becoming A Millionaire
Catina Downey, CPA, PLLC
6802 Paragon Place, Ste 410
Richmond, VA 23230
Phone: (804)716-6970
info@cdowneycpa.com
Follow @CatinaDowneyCPA
Schedule a Consultation
Get In Touch