REI Financial LLC | Financial Planning

REI Financial LLC | Arlington Heights, IL | Certified Financial Planner

3135 N Wilke Road Suite A Arlington Heights, IL 60004

Phone:

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Lease Payment

How much would your monthly lease payment be?
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.