Experience
Discover our dedicated client focused team of professionals. We draw from over three decades serving individuals and twenty-one year history teaching Boeing Financial Classes.
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Client Commitment
Our goal is for a great life-long client experience: One that provides value, reinforces trust, reflects professionalism, displays sensitivity and results in success.
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Nationally Recognized
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 MoreTrust, Knowledge and Integrity
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.
Helpful Content
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Saving for College 101
Here’s a crash course on saving for college.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.