REI Financial LLC | Financial Planning

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HOT TOPIC: The Fed Pivots to Fight Inflation

This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.
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.
Balancing Medicare and Work-Based Insurance

Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
Should You Consider Tapping the Equity in Your Home?

Using home equity to fund other financial objectives has potential benefits and risks. This article looks at various ways to tap home equity.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.