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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
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
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.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,659.11 | +0.52% |
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