Experience
Discover our dedicated client focused team of professionals. We draw from over three decades serving individuals and a 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
Paul has received many accolades in the industry. Our greatest accomplishment, though, comes in helping each and every client pursue their financial goals.
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Trust, Knowledge, and Integrity
Paul R. Ried Financial Group, LLC 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. This dedication has led Paul and our team to be consistently recognized by...
Helpful Content
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Learn about the rise of Impact Investing and how it may benefit you.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.