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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
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Saving for College 101
Here's a crash course on saving for college.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
