Skip to content
Menu
Home
Our Team
Our Team
Christopher Johnson
Fred Asfoury
Lisa Workman
Beth Sawyers
Panthini Patel
Delissa Hite
What Makes Us Different
About Raymond James
Our Services
Our Services
Our Process
Estate, Charitable Giving & Trust
Financial Planning
Investment Management
Longevity Planning
Risk Management
Our Clients
Our Clients
Business Owners
Corporate Executives
Families and Individuals
Retirees
Sudden Wealth
Resources
Resources
2025 Tax and Retirement Information
Client Access Videos
Document Retention Guidelines
WorthWhile
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Living Your Legacy
Living Your Legacy
Career
Community
Family
Contact Us
Contact Us
Refer Us
Second Opinion
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Resonate Private Wealth Management of Raymond James
175 Regency Woods Pl
Ste 450
Cary, NC 27518-6008
T: 984.465.3919
F: 877.646.2328
TF: 833.594.3248
Map and Directions
Map and Directions
Raleigh-3MJ
3515 Glenwood Ave Ste 200
Raleigh, NC 27612-4934
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Family & Lifestyle
Retirement & Longevity
Topic
Business Owners
Housing
Media
Calculator
401(k) Savings Calculator
A 401(k) can be one of your best tools for creating a secure retirement. It provides you with two important advanta...
Start
Retirement
401(k): Spend It or Save It
There are several ways to manage your 401(k) balance when you leave an employer. The most fundamental of which is s...
Start
Retirement
403(b) Savings Calculator
403(b) plans are only available for employees of certain nonprofit tax-exempt organizations: 501c(3) corps, includi...
Start
Retirement
Amortizing Loan Calculator
Enter your desired payment - and let us calculate your loan amount. Or enter in the loan amount, and we will calcul...
Start
Loans
Asset Allocation Calculator
Asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate ...
Start
Savings & Investments
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...
Start
Savings & Investments
Car Loan Calculator
Use this calculator to generate an estimated amortization schedule for your current mortgage. Quickly see how much ...
Start
Loans
Cash Flow Calculator
Having adequate cash flow is essential to keep your business running. If you run out of available cash, you run the...
Start
Personal Finance
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...
Start
Savings & Investments
College Savings Calculator
Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you st...
Start
Savings & Investments
Company Stock Distribution Analysis
If you own company stock in a retirement plan, you may be able to take advantage of the long-term capital gains tax...
Start
Retirement
Load more
Load more
