Skip to content
Capital WaypointCapital Waypoint
  • Home
  • Our Team
    • Our Team
    • Jarrod C Martinez
    • Elizabeth R. McCaffrey
    • Vlada Trostyanskaya
    • Cheryl Hurne
    • Our Partners
    • What Makes Us Different
    • About Raymond James
  • Our Services
    • Our Services
    • Our Process
    • Business Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Longevity Planning
    • Retirement Planning
  • Our Clients
    • Our Clients
    • Business Owners
    • Families & Individuals
    • Sudden Wealth
    • Women Investors
  • Resources
    • Resources
    • Client Access Videos
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Digital Account
    • WorthWhile
  • Contact Us
    • Contact Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Fresno Office
    5200 N Palm Ave, Suite 301 Fresno, CA 93704 O: 559.475.9322
    Map and Directions Map and Directions
  • Monterey Office
    200 Camino Aguajito, Suite 300 Monterey, CA 93940 O: 831.324.4877
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
  • Topic
    • Marriage & Second Marriage
  • Media
    • Article
Estate Tax Planning
Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential esta...
Tax Planning
Your Marginal Tax Rate
Knowing your income tax rate can help you calculate your tax liability for unexpected income, retirement planning o...
Tax Planning
Start
Start
Self-Employment Tax Rate
Use this calculator to estimate your self-employment taxes. Normally these taxes are withheld by your employer. H...
Tax Planning

Are you ready? Let’s uncover the possibility of working together.

Capital WaypointCapital Waypoint
  • Fresno Office: 5200 N Palm Ave, Suite 301 Fresno, CA 93704
  • O: 559.475.9322
  • Map & Directions
  • Map & Directions
  • Monterey Office: 200 Camino Aguajito, Suite 300 Monterey, CA 93940
  • O: 831.324.4877
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Capital Waypoint is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use