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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 2015-2022
• Retirement and Income Planning Specialist
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
A nonfungible token is a unique digital asset authenticated by blockchain. This article discusses its potential and potentially high risks.
Use this calculator to determine whether you qualify for the different types of IRAs.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much do you need to save each year to meet your long-term financial goals?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.