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Tony Workman, CFP®
• 30+ years of experience in financial services
• Certified Financial Planner™ since 1994
• Certified Fund Specialist (CFS®)
• Certified Senior Advisor (CSA®)
• Named Five Star Wealth Manager 2015-2020
• Retirement and Income Planning Specialist
As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much will it cost to pay off a loan over its lifetime?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,110.98 | +3.15% |
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All quotes are in US Eastern Time (EST).
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