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Tony Workman, CFP®
• 35+ years of experience in financial services
• Certified Financial Planner™ since 1994
• Certified Fund Specialist (CFS®)
• Certified Senior Advisor (CSA®)
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much will it cost to pay off a loan over its lifetime?
How Long Will Your Funds Last?