Welcome to Capital Analysts of Jacksonville
There is much more to a client relationship than financial transactions. It requires mutual trust and respect. It requires an advisor with a deep understanding of your vision and values, someone you can trust to coordinate the many complexities of life. It requires objectivity and an un-biased approach to solving problems – and someone who is always focused on helping you achieve your financial goals.
At Capital Analysts of Jacksonville, our clients come first. It’s our guiding principle as our advisors help clients make informed financial decisions that are right for them, their families, their businesses, and their life goals.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Learn when it may not make sense to file a claim on your home insurance.
This worksheet can help you estimate the costs of a four-year college program.
Five phases to changing unhealthy behaviors.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are Real Estate Investment Trusts right for your portfolio?
Understanding the cycle of investing may help you avoid easy pitfalls.
Even low inflation rates can pose a threat to investment returns.
$1 million in a diversified portfolio could help finance part of your retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.