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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
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 Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What’s the hottest table in economy town? Need a hint? Check the Personal Income and Spending Report
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Think about your investment in your business. It’s not simply a business, it’s your life’s work.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Every new year brings promise, but sometimes this annual ritual can feel more like Groundhog Day. You start the year determined to keep your resolutions, but before too long, you default back to bad habits.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that vacation home, you invested the money?
Here is a quick history of the Federal Reserve and an overview of what it does.
The Why, What and How of Life Insurance
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Investors seeking world investments can choose between global and international funds. What's the difference?