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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Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
How much can you afford to pay for a car?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Determine whether you should consider refinancing your mortgage.