REI Financial LLC | Financial Planning

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Insurance to Help Protect Your Business from Lawsuits

Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
Retirement Plans for the Self-Employed Dangle Tax Benefits

Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
Survivor Benefits Provide a Financial Lifeline

Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
Looking for Value with P/E Ratios

Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.

Savings Goals

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

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

How much will it cost to pay off a loan over its lifetime?
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.