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

Reviews annual enrollment dates and options for Medicare participants.

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

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Shows how transfer-on-death designations help avoid probate costs.

This calculator can help you estimate your annual federal income tax liability.

Use this calculator to estimate how much income and savings you may need in retirement.

How much Disability Income Insurance do you need?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.