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Asset Allocation Calculator
Asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate ...
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Benefits of Spending Less
Reducing your spending can be worth more than you might think. Use this calculator to see just how much your budget...
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Certificate of Deposit Calculator
Use this calculator to find out how much interest you can earn on a certificate of deposit (CD). Just enter a few p...
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College Savings Calculator
Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you st...
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Compound Savings Calculator
Consistent investments over a number of years can be an effective strategy to accumulate wealth. Even small additio...
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Compound Interest and Your Return
How interest is calculated can greatly affect your savings. The more often interest is compounded, or added to your...
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Cost of Waiting to Save
Waiting to begin your savings plan may have an important impact on your results. A delay of even a few years could ...
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Emergency Savings Calculator
Having adequate emergency savings can make unforeseen unemployment, auto repairs, medical emergencies, property dam...
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Investment Distributions
This calculator helps you determine either how large or how long periodic distributions can be taken out of an inve...
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Investment Goals
What will it take to reach your investment goal? Use this investment goal calculator to determine how much your inv...
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Investment Returns
Meeting your long-term investment goal is dependent on a number of factors. This not only includes your investment ...
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


Exit Planning Institute owns the certification marks “CEPA” and “Certified Exit Planning Advisor.” An advisor who earns the CEPA® designation has successfully completed the Exit Planning Institute’s initial and ongoing requirements.


Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.


Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in alternative investments if you do not require a liquid investment and can bear the risk of substantial losses.


Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.