WORKMAN RETIREMENT PLANNING, LLC

150 St. Andrews Court, Suite 500
Mankato, MN 56001

Phone:

(507) 625-4133 or (800) 326-5576

Fax:

(507) 625-4136

E-mail:

Calculators

You can review interesting calculators on my site.

Please feel free to contact us with any questions.

We have interesting videos for you to watch on my site.

Tony Workman, CFP®

• 40 years of experience in financial services

• Certified Financial Planner™ since 1994

• Certified Fund Specialist (CFS®)

• Certified Senior Advisor (CSA®)

• Certified Annuity Specialist (CAS®)

Named Five Star Wealth Manager 2015-2025

Retirement and Income Planning Specialist

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Describes financial burdens associated with end-of-life care and funerals.

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How Long Will Your Funds Last?