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.
Services Utilized:
![]() |
![]() |
![]() |
SOCIAL SECURITY TIMING® |
Newsletters
-
Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
-
Preparing for Libor to Leave the Building
The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.
-
Looking Back, Looking Forward
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
-
Four Reasons to Review Your Life Insurance Needs
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.