REI Financial LLC | Financial Planning

Newsletters

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: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
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.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Estate Taxes

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
LTCI Cost of Waiting

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