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, comprehensive, ongoing approach to helping you preserve your legacy, mitigate downside risk to 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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Check out our Winter Wealth Planning Newsletter!
Newsletters
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Preparing for Libor to Leave the Building
The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.
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HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?
This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.
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How to Correct an Error on Your Credit Report
Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.
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A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.