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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
At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.