REI Financial LLC | Financial Planning

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Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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.
College Funding

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