REI Financial LLC | Financial Planning

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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.
Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

Credit Card Debt

How Long Will It Take to Pay my Balance?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Savings Goals

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

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