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 Brulinskij@stifel.com or call (410) 809-6704.
To view your account online, click here.
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Check out our Winter Wealth Planning Newsletter!
Newsletters
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
Calculators
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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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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.