REI Financial LLC | Financial Planning

Newsletters

Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.