~001.png)
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
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
Do you know the differences between open-end and closed-end funds? This article compares the two.
How much will it cost to pay off a loan over its lifetime?
This calculator can help you determine whether you should consider converting to a Roth IRA.
How Long Will Your Funds Last?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.