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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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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What Medicare Won’t Cover
See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.