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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
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
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.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement Redefined
Around the country, attitudes about retirement are shifting.