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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.
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Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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Estimate how much life insurance coverage may be appropriate for your situation.
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See how much you may need to save now to cover future college costs for your child.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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See how inflation over time could affect the purchasing power of your retirement income.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
