REI Financial LLC | Financial Planning

REI Financial LLC | Arlington Heights, IL | Certified Financial Planner

3135 N Wilke Road Suite A Arlington Heights, IL 60004

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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.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.