Research is the first step to making successful investments.

The advisors of The Hajdari Group through Raymond James combine the resources and depth of expertise of a major financial services institution with the personalized service and focused approach of a smaller firm.

Personal Finance Calculators

Budget Worksheet Calculator

Use this budget worksheet to track your expenses for the next month. If your bills vary, it may take several months to develop an accurate account. After your totals have been calculated, print out this form and keep it in a convenient location. Compare your expenses to the budget every month to ensure that you’re not overspending. Adjust accordingly for salary or bill increases.

Net Worth Calculator

Use this form as a starting point to determine what you’re worth. Of course, this simple calculator cannot replace the advice of your financial advisor. We can help you properly assess your net worth in relation to your investment plan.

Retirement Calculators

Retirement Planning Calculator

This calculator is a very simplistic assessment of your situation and should only be viewed as the first step to increasing your awareness to the level of savings you will need in order to plan for and enjoy the retirement lifestyle you desire.

Savings and Investments Calculators

College Savings Calculator

This calculator can help provide some insight on the level of savings you will need in order to pay for your child or grandchild’s education. In addition to the assumptions explained below, there still are other variables to consider. For a better and more detailed analysis please contact us, and we will work with you to develop a customized plan.

Cost of Waiting Calculator

This calculator demonstrates the benefit of compounding interest. It should only be used as a first step toward increasing your awareness of the positive impact time may have on your investment portfolio.

Other Financial Resources

Glossary of Investment Terms

Keeping up with the increasing number of investment products and services in the marketplace today can be confusing. This glossary is designed to help you understand some of the more common investment and financial terms you may encounter. Your financial advisor can explain these terms more completely and discuss with you those relevant to your situation.

Additional Links

Use these links to research Raymond James sites, investment sites, and other relevant topics.

The information in the attached links is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate but we do not guarantee that the foregoing material is accurate or complete.