REI Financial LLC | Financial Planning

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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.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

Savings Accumulation

Estimate the future value of your current savings.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Home Affordability

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.