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
-
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
-
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.
-
HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
-
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.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.