The Importance of Freezing a Child's Credit
/
In the past, placing a credit freeze for a minor or a young adult that did not yet have a credit file, was difficult or impossible to do.
Read MoreBlog
Employee Spotlight: Ken Hall
/
In celebration of Worley Erhart-Graves Financial Advisors’ 20th Anniversary, we are spotlighting our team members for their contributions to our success. This week, we feature Ken Hall. Ken is our Administrative Assistant.
Read MoreEmployee Spotlight: Anita Ison
/
In celebration of Worley Erhart-Graves Financial Advisors’ 20th Anniversary, we are spotlighting our team members for their contributions to our success. This week, we feature Anita Ison. Anita is a CPA at the firm.
Read MoreEmployee Spotlight: Madison Wagner
/
In celebration of Worley Erhart-Graves Financial Advisors’ 20th Anniversary, we are spotlighting our team members for their contributions to our success. This week, we feature Madison Wagner. Madison is our Administrative Assistant.
Read MoreEmployee Spotlight: Angie Miller
/
In celebration of Worley Erhart-Graves Financial Advisors’ 20th Anniversary, we are spotlighting our team members for their contributions to our success. This week, we feature Angie Miller. Angie is our Paraplanner.
Read MoreEmployee Spotlight: Robyn Avery
/
In celebration of Worley Erhart-Graves Financial Advisors’ 20th Anniversary, we are spotlighting our team members for their contributions to our success. This week, we feature Robyn Avery. Robyn is our Tax Administrator.
Read MoreEmployee Spotlight: Paige Adkins
/
In celebration of Worley Erhart-Graves Financial Advisors’ 20th Anniversary, we are spotlighting our team members for their contributions to our success. This week, we feature Paige Adkins. Paige is our Investment Support Specialist.
Read MoreEmployee Spotlight: Gail Gill
/
In celebration of Worley Erhart-Graves Financial Advisors’ 20th Anniversary, we are spotlighting our team members for their contributions to our success. This week, we feature Gail Gill. Gail is a CERTIFIED FINANCIAL PLANNER™ with our firm.
Read MoreEmployee Spotlight: Margaret Gooley
/
In celebration of Worley Erhart-Graves Financial Advisors’ 20th Anniversary, we are spotlighting our team members for their contributions to our success. This week, we are highlighting Margaret Gooley.
Read More
Keep Your Budget on Track After Resolutions Wear Off
/
If you vowed to make 2016 the year to get and keep your finances on track, then you’re probably not alone!
Read MoreThe History of Charitable Deduction
/
According to Wiki, “charitable giving is giving without receiving”. So is it really important to extend a benefit to the donor as a tax deduction?
Read MoreNew Year! New Look! We Have Rebranded.
/
With the end of 2015 in our rear view mirrors, it’s time to look ahead and brighten up our look.
Read MoreEuchred by a Health Savings Account
/
Anyone with ties to the mid-west region of America has more than likely heard of something called Euchre.
Read MoreWhat to Know About Open Enrollment
/
Open Enrollment for the Health Insurance Marketplace 2016 plans has been in effect since November 1, 2015.
Read MoreCommon Estate Planning Questions
/
Most people think of an estate plan as how and to whom your estate will be distributed after your death, but an estate plan also includes documents that are used during life.
Read MoreFive Money-Saving Items on Etsy
/
With the holidays and a new year right around the corner, it’s never too early (or late) to start saving and learning to budget in a fun and affordable way.
Read MoreUnderstanding the Risks of Automated Investment Tools
/
On May 8, 2015 the U.S. Securities and Exchange Commission’s Office of Investor Education and Advocacy (OIEA) issued an investor alert for automated investment tools (such as robo-advisors and financial calculators).
Read MoreFive Ways to Know You're on the Right Financial Path
/
When financial burdens occur, they seem to happen all at once. Unfortunately, one in three Americans have no emergency savings, according to a 2015 survey by NeighborWorks America.
Read MoreThree Tech Products We Love
/
Here at Worley Erhart-Graves Financial Advisors, we are all about making your lives easier. Whether it’s the best way to budget for your financial milestones ahead, how to effectively save for retirement, or in this case, find innovative products that could change your life or at least save you time!
Read More
