REI Financial LLC | Financial Planning

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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.
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.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Savings Accumulation

Estimate the future value of your current savings.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Federal Income Tax

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