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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 2015-2021
• Retirement and Income Planning Specialist
Do you know the differences between open-end and closed-end funds? This article compares the two.
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate how much income and savings you may need in retirement.
Determine whether you should consider refinancing your mortgage.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.