REI Financial LLC | Financial Planning

Newsletters

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 Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
HSAs: A Triple-Tax Perk with Short- and Long-Term Benefits

Health savings accounts help manage short- and long-term health-care costs, while offering significant tax advantages.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Disability Income Insurance

How much Disability Income Insurance do you need?
Mortgage Acceleration

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