Bringing your financial life into focus
There is just no substitute for good information to help in feeling confident and prepared as an investor. We have gathered and assembled informative articles and white papers, links of interest, expert market commentary, timely newsletters and handy calculators. Bookmark this page and check back often for updates.
Financial Planning Calculators
Please click on and use the tools below to help you assess your present and future financial resources.
- Budgeting / Tax
- Budget Worksheet
- Net Worth
- Auto Loans
- Loan Comparison Calculator
- Credit Line
- Mortgage Loan Calculator
- Home Budget Analysis
- Student Budget
- Credit Assessment
- Should my spouse work?
- Taxable vs. Tax Advantaged Investments
- Municipal Bond Tax Equivalent Yield
- Savings Calculator
- Savings, Taxes, and Inflation
- Compound Interest and Your Return
- Emergency Savings Calculator
- Estate Tax Planning
- Marginal Tax Rate Calculator
- Net Worth
- Retirement
- Monthly Income Estimator
- Retirement Planning Calculator
- Retirement Nest Egg Calculator
- Cost of Waiting Calculator
- How Important is Social Security?
- Required Minimum Distribution (RMD)
- Retirement Plan Withdrawal
- Roth IRA Savings Calculator
- Roth IRA Conversion
- Roth vs. Traditional IRA
- Social Security Benefits
- Roth 401(k) or Traditional 401(k)?
- 401(k) Savings Calculator
- Company Stock Distribution Analysis Calculator
- Retirement Contribution Effects on Your Paycheck
- Taxable vs. Tax Advantaged Investments
- Investment Distributions
- Investment Returns
- Insurance
- College Savings
Articles
- Retirement: Nearing Retirement Checklist
- Donor-Advised Funds
- Five Questions about Long-Term Care
- Social Security
- 401(K) Plans
- Key Estate Planning Documents You Need
- Protect Yourself Against Identitiy Theft
- Business Owners: Business Succession Planning
- Planning for Social Security
Links
- Wall Street Journal
- Big Charts
- Social Security
- Internal Revenue Service
- Bloomberg Retirement Calculator
- Yahoo! Finance
- Raymond James - On Solid Ground
- Raymond James - One of "America's Most Trustworthy Companies"
- SmartMoney Ranks Raymond James #1
- Bond Market Association
- Investor's Business Daily
- Investor Access
- Investor Access Tour
- Raymond James Bank
- Raymond James Stadium
- Capital Market Review
- Current CD Rates
- Money Market Rates
- 401(k) Help Center
- 403(b) Wise
- Bloomberg
- Ibbotson
- Analysts' Best Picks Record
- Press Releases – Raymond James In The News
- What Others Are Saying About Raymond James
- Bond Market Update
- Monthly Economic Calendar
- Municipal Bond Investor Weekly
- New York Stock Exchange
White Papers
- 2010 Tax Relief Act Resources – Estate Tax Implications from the 2010 Tax Relief Act
- 2010 Tax Relief Act Resources – Implications of the 2010 Tax Relief Act
- 2010 Tax Relief Act Resources – Income Tax Implications from the 2010 Tax Relief Act
- Closing the Gap: Addressing Retirement Shortfalls
- Fixed Income Risk Management Campaign – White Paper
- How the Health Care Bill’s New Medicare Affects Annuities
Market Commentary
- Investment Strategy by Jeffrey Saut
- Weekly Commentary by Dr. Scott Brown
- Bond Market Update by Brad Tottle
- Energy Stat of the Week by J. Marshall Adkins
- Professionally Speaking audio files