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.
To view your account online, click here
To visit Stifel's website, click here.
To visit Joe's LinkedIn Page:
Newsletters
-
Taking Control of Your Retirement Savings
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
-
HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
-
Naming a Trusted Contact
It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
-
Food Inflation: What’s Behind It and How to Cope
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.