REI Financial LLC | Financial Planning

Newsletters

Social Security May Offer a Lifetime of Protection

This article provides an overview of four times other than retirement when Social Security might affect you or your family.
Why You Might Need Disability Income Insurance

This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.
Passive, Active, or Both?

Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
Turbulent Times: Bear Markets Come and Go

A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.

Savings Accumulation

Estimate the future value of your current savings.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.