Wealth Management & Financial Solutions
Welcome to Allen Financial. Thanks for visiting our website. We are located in Grinnell, Iowa with Doug Allen as a CERTIFIED FINANCIAL PLANNER TM professional and Susie Edelen as the office manager. We are registered/ licensed to do business throughout the United States.
We can work directly with you on retirement planning, IRA rollovers and financial planning.
Securities and insurance products offered are: Not Insured by FDIC or any Federal Government Agency May Lose Value No Bank Guarantee
Newsletters
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Medicare Open Enrollment: A Time for Choices
Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
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Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Savings Accumulation
Estimate the future value of your current savings.