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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
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Determine whether you should consider refinancing your mortgage.