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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How Much Life Insurance Do You Need?
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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Virtual Health Care Is Here to Stay
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
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HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.