REI Financial LLC | Financial Planning

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Cash Flow Analysis

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

This calculator is designed to help you attach a dollar figure to your life’s work.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Loan Payoff

How much will it cost to pay off a loan over its lifetime?