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  • Prinze Foundational Planning
    2377 Gold Meadow Way Suite 100 Gold River, CA 95670 O: 916.631.1958
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Personal Finance

  • NET WORTH CALCULATOR
  • HOME BUDGET ANALYSIS
  • CREDIT ASSESSMENT
  • SHOULD MY SPOUSE WORK?
  • STUDENT BUDGET ANALYZER
  • RETIREMENT CONTRIBUTION EFFECTS ON YOUR PAYCHECK

Business Owners

  • CASH FLOW CALCULATOR

Savings and Investments

  • INVESTMENT GOALS
  • TAXABLE VS. TAX ADVANTAGED INVESTMENTS
  • CERTIFICATE OF DEPOSIT CALCULATOR
  • COMPOUND SAVINGS CALCULATOR
  • ASSET ALLOCATION CALCULATOR
  • COMPOUND INTEREST AND YOUR RETURN
  • COST OF WAITING TO SAVE
  • MUNICIPAL BOND TAX EQUIVALENT YIELD
  • PERSONAL ECONOMIC RECOVERY
  • BENEFITS OF SPENDING LESS

Retirement Planning

  • RETIREMENT PLANNER
  • HOW MUCH DO YOU NEED TO RETIRE?
  • RETIREMENT PLAN WITHDRAWAL
  • REQUIRED MINIMUM DISTRIBUTIONS (RMD)
  • ROTH IRA CONVERSION
  • COMPANY STOCK DISTRIBUTION ANALYSIS

Retirement Accounts

  • ROTH IRA VS. TRADITIONAL IRA
  • ROTH 401(K) VS. TRADITIONAL 401(K)
  • 401(K) SAVINGS CALCULATOR
  • 403(B) SAVINGS CALCULATOR
  • TRADITIONAL IRA CALCULATOR

Social Security & Retirement Income

  • HOW IMPORTANT IS SOCIAL SECURITY?
  • SOCIAL SECURITY BENEFITS CALCULATOR
  • RETIREMENT INCOME ESTIMATOR

Tax Planning

  • YOUR MARGINAL TAX RATE
  • SELF-EMPLOYMENT TAX RATE
  • ESTATE TAX PLANNING

Risk Management

  • LIFE INSURANCE CALCULATOR
  • LONG-TERM CARE CALCULATOR
  • DISABILITY INSURANCE
  • COMPREHENSIVE LIFE INSURANCE ANALYSIS

Loans

  • MORTGAGE: ADJUSTABLE VS. FIXED RATES COMPARISON
  • MORTGAGE REFINANCE CALCULATOR
  • MORTGAGE PAYOFF CALCULATOR
  • MORTGAGE: 15 VS. 30-YEAR COMPARISON
  • MORTGAGE LOAN CALCULATOR
  • LOAN COMPARISON CALCULATOR
  • AMORTIZING LOAN CALCULATOR

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

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  • 2377 Gold Meadow Way Suite 100 Gold River, CA 95670
  • 916.631.1958
  • Map & Directions
  • Map & Directions
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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 our 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. Prinze Foundational Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

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