WORKMAN RETIREMENT PLANNING, LLC

150 St. Andrews Court, Suite 500
Mankato, MN 56001

Phone:

(507) 625-4133 or (800) 326-5576

Fax:

(507) 625-4136

E-mail:

Calculators

You can review interesting calculators on my site.

Please feel free to contact us with any questions.

We have interesting videos for you to watch on my site.

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

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

Explores how investment strategy changes once retirement begins.

How much do you need to save each year to meet your long-term financial goals?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.