Skip to content
The Lakespire GroupThe Lakespire Group
Make an appointment
  • Home
  • About Us
    • About Us
    • Bio
      • Bio
      • Daniel Pan
      • Joseph Marinaccio
      • Shannon Rouzier
      • Jennifer Nater
    • Our Strategic Partners
    • What Makes Us Different
    • Why Work With a CFP®
    • Why Work With a CFA
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Pre-Retirees
    • Sudden Wealth
  • Our Difference
    • Our Difference
    • Our Process
    • Alternative Investments
    • Banking & Lending Solutions
    • Corporate Retirement Plan Consulting
    • Financial Planning
    • Investment Banking
    • Investment Management
    • Investment Strategies
    • Longevity Planning
    • Retirement Planning
  • Blog
    • Blog
    • Business Owners Planning Solutions
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • Technology
      • Technology
      • Digital Prospect Engagement
      • E Delivery
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • WorthWhile
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • New Jersey
    163 Madison Ave Ste 101 Morristown, NJ 07960-7340 O: 973.683.2488 F: 973.829.1069
    Map and Directions Map and Directions
  • Second Location
    200 Liberty St Fl 26 New York, NY 10281-1803
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Personal Finance
  • Topic
    • Business Owners
  • Media
    • Calculator
Cash Flow Calculator
Having adequate cash flow is essential to keep your business running. ...
Personal Finance
Credit Assessment
Use this calculator to assess your credit. After entering your informa...
Personal Finance
Start
Start
Home Budget Analysis
Managing your monthly budget can be difficult and frustrating. One of ...
Personal Finance
Net Worth Calculator
Your net worth is the value of all of your assets minus the total of a...
Personal Finance
Should my spouse work?
This calculator is designed to help you see the financial impact of ad...
Personal Finance
Start
Student Budget Analyzer
 
Personal Finance

what can we do for you?

Say hello
The Lakespire GroupThe Lakespire Group
  • New Jersey: 163 Madison Ave Ste 101 Morristown, NJ 07960-7340
  • O: 973.683.2488
  • F: 973.829.1069
  • Map & Directions
  • Map & Directions
  • Second Location: 200 Liberty St Fl 26 New York, NY 10281-1803
  • Map & Directions
  • Map & Directions

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.


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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use