REI Financial LLC | Financial Planning

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
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.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Disability Income Insurance

How much Disability Income Insurance do you need?