REI Financial LLC | Financial Planning

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

3135 N Wilke Road Suite A Arlington Heights, IL 60004

Phone:

Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Savings Accumulation

Estimate the future value of your current savings.
LTCI Cost of Waiting

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