New vantage points for investors
Here are some newsletters, calculators, links, and workshops we hope you find both useful and informative.
Videos
Newsletters
- Financial Journeys • Spring 2024 • Winter 2023 • Fall 2023 • Summer 2023
- Small Business Dimensions • Spring 2024 • Winter 2023 • Fall 2023 • Summer 2023
- Successful Women • Spring 2024 • Winter 2023 • Fall 2023 • Summer 2023
Calculators
- 401(k) Savings Calculator
- 403(b) Savings Calculator
- Required Minimum Distribution (RMD)
- Roth 401(k) or Traditional 401(k)?
- Social Security Benefits
- Estate Tax Planning
- Marginal Tax Rate Calculator
- Self-Employment Taxes
- Benefit of Spending Less
- Don't Delay Your Savings!
- Home Budget Analysis
- Student Budget
- Disability Insurance
- Long-Term Care Calculator
Checklists and worksheets
Links of Interest
Government and Related Sites
- Internal Revenue Service
- Social Security
- City of Jacksonville
- Duval County Property Appraiser
- St. Johns County Property Appraiser
- Clay County Property Appraiser
- Florida Bureau of Unclaimed Property
General
- The Driscoll Group Firm Brochure 2023
- A Guide to Your Raymond James Statement
- Charitable Endowment Fund
Investor Education and Research
Financial News and Publications