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We are proud to have received many accolades in the industry. Our greatest accomplishment, though, comes in helping each and every client reach their financial goals.Learn More
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Paul R. Ried Financial Group specializes in pre- and post-retirement planning for corporate executives, managers and engineers. We integrate investment management, estate strategies, and income-design for clients. Our team approach to serving each client is done with integrity, passion, and an unwavering commitment to helping achieve and maintain financial independence.Contact Us
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
One of the most common questions people ask about Social Security is when they should start taking benefits.
A look inside the U.S. government's statistics on household net worth.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Learn when it may not make sense to file a claim on your home insurance.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Understanding the cycle of investing may help you avoid easy pitfalls.
Smart investors take the time to separate emotion from fact.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.