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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.
Helpful Content
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
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See how much you may need to save now to cover future college costs for your child.
Buying a Home
A look at what you need to think about when buying a home.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
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The true cost of raising a child may be far more than you expect.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.