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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
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
How much can you afford to pay for a car?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This calculator is designed to help you attach a dollar figure to your life’s work.