Center For Financial Planning, Inc.

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Sandra Adams, CFP®
Daniel H. Boyce, CFP®
Matthew E. Chope, CFP®
Marilyn M. Gunther, CFP®
Vicki McLellan,CFP®
Laurie Renchik, CFP®
Timothy W. Wyman, CFP®, JD

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
Glossary

Financial terms from A to Z.

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

More Newsletters →

Market Watch

July 03, 2009 @ 09:17 PM

Dow Jones Industrials	8,280.74	- 223.32
Nasdaq Composite	1,796.52	- 49.20
S&P 500	896.42	- 26.91
S&P Mid-Cap 400	565.03	- 19.21
S&P Small-Cap 600	263.12	- 11.11
10 Year Treasury Note	3.50	- 0.05
Wilshire 5000	9,201.07	- 276.51

[ Markets | Charts | Quotes | Portfolio ]

Raymond James Investor Access

Securities offered exclusively through Raymond James Financial Services, Inc.

Member FINRA/SIPC

This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states 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 your local Raymond James office for information and availability.

Center for Financial Planning, Inc.