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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Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.