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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
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
This article outlines some important IRS cost-of-living adjustments for 2025.
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
How Long Will Your Funds Last?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.