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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
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This worksheet can help you estimate the costs of a four-year college program.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
You’ve made investments your whole life. Work with us to help make the most of them.
If you died, what would happen to your email archives, social profiles and online accounts?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn how to harness the power of compound interest for your investments.