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Trisha A. Jeffrey MST, CPA
Jennifer L. Haddon MBA, CPA
Anthony P. DelGrande MSA, CPA
Donald J. Montefusco, CPA, MST
Deb McLellan
Sheila DelGrande
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Investment Strategies
Investment Basics: What You Should Know
Investment Options: Frequently Asked Questions
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
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Bonds: Frequently Asked Questions
Penny Stocks: How To Investigate Them and Avoid the Traps
Annuities: How They Work and When You Should Use Them
Annuities: Frequently Asked Questions
Variable Annuity Calculator
10 Retirement Saving Tips
Your Retirement Plan: How To Get Started
Retirement Assets: Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
Retirement Planner
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IRAs: Frequently Asked Questions
Traditional Vs Roth IRAs: Frequently Asked Questions
Roth IRAs: How They Work and How To Use Them
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
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DelGrande & Montefusco, Inc.
771 Reservoir Ave
Cranston, Rhode Island 02910
Phone: (401) 942-0900
Fax: (401) 943-6353
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