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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
Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
This calculator can help you determine how soon you can pay off your mortgage.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.