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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
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Determine whether you should consider refinancing your mortgage.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 21,636.78 | -4.06% |
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All quotes are in US Eastern Time (EST).
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