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Resources & Tools

Important information on the 2020 Cares Act

Click here to go to the AARP informational articles and interactive tools. 

Click here to visit the official social security website.

Click here to visit the official Medicare website.

Click here for more information about longterm care sponsored by the U.S. Department of Health and Human Services.

Click here to go to the official Internal Revenue Service site.

Click here for a variety of financial calculators and tools

Click here to learn more about how much you need to retire.

Click here for information about the Profit Sharing Council of America (which has retirement planning and calculation tools).

 

Click here for more about Investing 101.

PREPARING FOR EMERGENCIES

Download a printable brochure to record and keep all of your important information in one place.

Click here to download

KEY NUMBERS 2021

Find important tax information for 2021. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Click here to download

More Resources

Market Information

Helping you learn more about stocks and funds.

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529 – College Savings Plan

Information about the CollegeChoice Advisor 529 college savings plan.
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Age 65+

Information and resources for
individuals 65+.

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Pre-Retirement

Information to help you prepare for retirement.


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Contact Us

For more information about our insurance services, you can call our office at 1 (800) 533-4370 or 1 (574) 722-4222. You can also email us at workmanandassociates@lpl.com

how to connect

Phone: 574-722-4222

Phone: 1-800-533-4370

workmanandassociates@lpl.com

Our office

1529 E Market Street, Logansport, IN 46947