Investment Strategies

Grow your nest egg with these wealth protection and accumulation strategies.

Financial Guides



Financial Guides
Investment Basics: What You Should Know
Asset Allocation: How To Diversify For Maximum Return
The Secret of Creating Wealth
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



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



Financial Calculators
Variable Annuity Calculator
Retirement Planner
Traditional IRA Calculator
Roth IRA Calculator
Roth IRA Transfer Evaluator
Required Minimum Distribution
Savings After Inflation and Taxes Calculator
Cost of Delaying Savings Calculator
Become a Millionaire Calculator


Services



Services
Our Personal Financial Planning Service


Get In Touch

At Gilmore & Associates, LLP, we've been serving the accounting needs of San Mateo, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

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Gilmore & Associates, LLP

411 Borel Ave., Suite 501,
San Mateo, CA 94402
T: (650) 432-6110
F: (650) 432-6116
E: info@gilmorecpa.com

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