I want my clients to feel comfortable with my expertise, with my recommendations and, more important, with their own understanding of the financial landscape. Here, I’ve brought together an array of helpful tools, up-to-date information and expert commentary to help my clients become even more confident investors.
Newsletters
| Weekly Headings Snapshot
| Financial Journeys
Articles
| Income Tax Key Numbers
| Saving for College
| Six Keys to More Succussful Investing
| Death of a Family Member Checklist
| Personal Document Locator
| Getting Divorced Checklist
| Key Estate Planning Documents You Need
| Social Security
| Five Questions about Long-Term Care
Market Commentary
| Investment Strategy
| Weekly Commentary
| Glossary of Investment Terms
Calculators
| Investment Calculators
| Personal Finance
| Retirement Savings and Planning
| Tax Calculators
Helpful Links
| Tax Tables
| Internal Revenue Service
| Social Security Administration
WorthWhile Magazine
| Click to read the latest edition of WorthWhile.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
