REI Financial LLC | Financial Planning

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Setting a Retirement Savings Goal

This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Prices and the Economy

Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
Municipal Bonds

Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
SECURE Act Changes That Matter to Small Employers

The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.

Credit Card Debt

How Long Will It Take to Pay my Balance?
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Estate Taxes

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