Comprehensive Investment Planning for Life
Retirement • Estate • Preservation • Investment
Pursuing your life goals requires managing your finances effectively. That's why The Ries Financial Group takes a customized and comprehensive approach developing strategies designed to help you fund your retirement, preserve your legacy, protect your wealth, and invest in the future.
At The Ries Financial Group, helping you pursue your goals is our number one priority, and you'll know it. In addition to fully customized investment planning, you'll receive a warm welcome in our office, personal attention, and one-on-one client service — all guided by honesty, integrity, knowledge, and experience.
For additional information or to schedule an appointment, please e-mail Heather at Heather.Joynes@Stifel.com or Jennifer at jenn.smith@stifel.com or call (410) 809-6702.
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Newsletters
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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Is It Time to Buy an Electric Vehicle?
The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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HOT TOPIC: Is This Bull Timid or Ready to Charge?
On June 8, 2023, the S&P 500 closed 20% higher than its lowest recent closing value, beginning a new bull market. This article looks at some factors that may shed light on the current market.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.