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. To see my video below explaining our services click the "play" button at the bottom of the screen.
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SOCIAL SECURITY TIMING® |
Newsletters
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Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.