REI Financial LLC | Financial Planning

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.
HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Savings Goals

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