REI Financial LLC | Financial Planning

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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.
How Savers and Spenders Can Meet in the Middle

Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
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.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Cash Flow Analysis

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

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