REI Financial LLC | Financial Planning

REI Financial LLC | Arlington Heights, IL | Certified Financial Planner

3135 N Wilke Road Suite A Arlington Heights, IL 60004

Phone:

Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.