Blueway Resources
Financial know-how
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Better Money Habits
Topics on this site include: Budgeting, Debt, Credit, Home Ownership, Auto Loans, College, and Taxes.
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Baby Steps
The Dave Ramsey 7 Baby Steps are a great financial roadmap to help you prioritize your financial goals.
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Debt Snowball
Wondering how long it will take to pay off your debt or the most optimal way to pay off your loans? Look no more.
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Budgeting
Our favorite budgeting worksheet can be found on pages 5 through 7.
View WorksheetsMint provides an online and app based solution to help you automate your budget, track your spending, see your account and loan balances and much more.
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Financial Peace University
The Financial Peace University has an online course that provides lessons in: Emergency savings, Budgeting, Paying off Debt, Saving, Investing, Insurance, Retirement Planning, Real Estate & Mortgages, Living and Giving.
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Raymond James Point of View
A look at life and finance from every angle.
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Retirement Planning
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Retire Ready Educational Series
- Ins and Outs of Medicare Recorded Webinar
- Purposeful Estate Planning Recorded Webinar
- Long Term Care Funding Recorded Webinar
- Maximizing Social Security Recorded Webinar
- Medicare and Social Security Quick Reference Sheet
- Medicare Planning
- Navigating Medicare [Infographic]
- Social Security Retirement Benefits
- Developing an Estate Plan and Planning for Quality Care
In the Purposeful Estate Planning Recorded Webinar: This information was developed by Tim Alles, an independent third party. The opinions of Tim Alles are independent from and not necessarily those of RJFS or Raymond James. Raymond James is not affiliated with Tim Alles or Alles Law.
The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
The case study within this presentation is for illustrative purposes only. Individual cases will vary. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.
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Traditional VS. ROTH Retirement Plan Savings
What are ROTH contributions and are they right for you? This link will explain the difference and provides a calculator to help you determine your best option.
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Guide to Retirement
Updated annually, the Guide to Retirement provides an effective framework for supporting your retirement planning education. It includes charts and graphs to help explain complex issues in a clear and concise manner. This guide covers everything from saving and investing for retirement to planning for and spending in retirement.
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College loans & savings
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Saving for College
Savingforcollege.com is an unbiased, independent resource for parents and financial professionals, providing information and tools to understand the benefits of 529 college savings plans and how to meet the challenge of increasing college costs.
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State Sponsored 529 College Savings Plans
Some states offer a tax deduction or credit if you choose to contribute to the state sponsored 529 savings plan.
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Student Loan Forgiveness
If you are employed by a government or not-for-profit organization, you may be able to receive loan forgiveness under the Public Service Loan Forgiveness program.
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Income Based Repayment Programs
Payments will be adjusted based on your income and any balance remaining after 20 years could be forgiven.
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Student Loan Sherpa
The goal of this site is to draw from many years of personal experience with student loans in order to guide borrowers who are navigating their own mountain of debt.
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Student Loan Hero
Student Loan Hero is your destination for managing & eliminating student loans & personal debt.
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Is there a resource you are looking for that is not listed here? Contact our team and we would be happy to assist!