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.
Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Car Affordability

How much can you afford to pay for a car?
Estate Taxes

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