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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.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

We've been Advising Retirees & Investors since 1966

Smiling man with short dark hair in a black polo shirt

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

2026

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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

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Describes how Roth accounts can generate tax-free retirement income.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

This calculator is designed to help you attach a dollar figure to your life’s work.

This calculator can help you determine how soon you can pay off your mortgage.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck