REI Financial LLC | Financial Planning

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
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.
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.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Car Affordability

How much can you afford to pay for a car?
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
LTCI Cost of Waiting

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