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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 2015-2020
• Retirement and Income Planning Specialist
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
Will you be able to afford nursing home care?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much life insurance would you need to produce a sufficient income stream for your family?
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,383.11 | -0.07% |
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