REI Financial LLC | Financial Planning

Newsletters

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.
The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
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.
Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Cost of Retirement

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