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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 2015-2022
• Retirement and Income Planning Specialist
Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.
This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
This calculator can help you determine how soon you can pay off your mortgage.
Determine whether you should consider refinancing your mortgage.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
A balance sheet summarizes your assets and liabilities and reveals your net worth.