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Paul has received many accolades in the industry. Our greatest accomplishment, though, comes in helping each and every client pursue their financial goals.Learn More
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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.Contact Us
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.