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:

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
FAFSA for 2025-2026 School Year Opens December 1

Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
Saving for College: 529 Plan vs. Roth IRA

529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
A New Year, A New Opportunity to Save with a 529 Plan

This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.