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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
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,409.36 | -1.39% |
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