Allen Grommet
Financial Advisor, Ph.D., CFP®
Welcome to our site. To access the exclusive information we provide here, simply click on the area that you are interested above. And to see my video to the right explaining our services click the "play" arrow in the center of the screen.
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SOCIAL SECURITY TIMING® |
Newsletters
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HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.