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Insight and information for employers and employees.
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My Internet strategy to your tax preparation needs, powered by CCH, a Wolters Kluwer company.
Tax services are provided by WHITMAN FINANCIAL SERVICES, LLC and are not affiliated with or endorsed by LPL FINANCIAL.
Dallas W. Coffman is associated with WHITMAN FINANCIAL SERVICES, LLC and is a registered representative with, and offers securities and advisory services through LPL Financial, Member FINRA/SIPC, a registered investment advisor. WHITMAN FINANCIAL SERVICES, LLC is a separate legal entity and is not affiliated with LPL Financial. LPL Financial does not offer tax advice, or tax/accounting related services.
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Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
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Sustain financial well-being or create wealth through these actions.
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Retirees traveling abroad need to know that their health insurance travels with them.
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How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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Estimate how much home may fit within your budget based on income and expenses.
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Calculate your required minimum distribution amount based on your account balance and age.
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Get a snapshot of your overall financial picture by calculating your total net worth.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
