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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
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much can you afford to pay for a car?
March 01, 2021 @ 01:24 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| S&P 500 ETF | +0.6% |
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