REI Financial LLC | Financial Planning

Newsletters

Don’t Take the Bait: How to Recognize Phishing Scams

In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.