REI Financial LLC | Financial Planning

Newsletters

HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
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.

Disability Income Insurance

How much Disability Income Insurance do you need?
Home Affordability

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

Use this calculator to estimate how much income and savings you may need in retirement.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.