Quick Little Trick for Calculating Social Security
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If you are thinking about taking Social Security early, here is a quick little trick to help you figure out how much your future checks will be reduced by.
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Blog
Employee Spotlight: Gail Gill
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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 MoreAdulting 101 - It’s never too early to start thinking about the holidays!
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Let’s be honest, 2020 has not been the easiest year for anyone. We all need something to look forward to and it’s never too early to start thinking ahead about your holiday budget for gifts or travel to see family and friends.
Read MoreEmployee Spotlight: Margaret Gooley
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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 MoreWithdrawing From Your Retirement Account Before Age 59½ Without Paying A Penalty
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Retirement accounts are not intended to be used as an emergency fund, but with the pandemic and recession already lasting 5 months, many emergency funds have been depleted.
Read MoreAdulting 101 - Getting Back on Track
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As cities and states begin to open back up, now is a great time to get your finances back on track. Here are 5 things you can do to get moving in the right financial direction when you get back to work.
Read MoreInterview with Rana Kory IT Systems Administrator
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In celebration of Worley Erhart-Graves Financial Advisors’ 20th Anniversary, we asked Rana Kory, IT Systems Administrator, a few questions about her journey with Worley Erhart-Graves Financial Advisors over the past 20 years.
Read MoreInterview with Bonnie Struck, Investment Services Manager and Compliance Officer
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In celebration of Worley Erhart-Graves Financial Advisors’ 20th Anniversary, we asked Bonnie Struck, Investment Services Manager and Compliance Officer, a few questions about her journey as a woman in the financial industry. Bonnie has been with the company since 2000.
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Adulting 101 - You Got Laid Off – Now What?
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Losing your job is stressful in any situation. Being told you’re losing your job through no fault of your own during a global pandemic and a recession, however, can bring on additional feelings of panic.
Read MoreInterview with Juli Erhart-Graves
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An Interview with Juli Erhart-Graves, CERTIFIED FINANCIAL PLANNER™, Owner and President of Worley Erhart-Graves Financial Advisors.
Read MoreRethinking Your Rewards Credit Card
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Even without a pandemic, it’s not a bad idea to periodically review your rewards credit card to make sure the rewards are still important to you.
Read MoreWhat’s Important?
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As COVID-19 continues to affect local communities and global economies, you may be wondering how recently passed legislation impacts you.
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Lend A Helping Hand
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While there is a lot of bad news coming out of this pandemic, let’s stay focused on the positive and doing what we can to help those who really need the extra support.
Read MoreQuantitative Easing- Why is it different this time around?
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COVID-19, with its ripple effect, has quickly pushed our economy into a recession. To combat this economic downshift, our federal government is once again using Quantitative Easing.
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CARES Act Suspends Required Minimum Distributions for 2020
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The new CARES Act that was just signed into law provides a large number of aid provisions, including one that will help retirees and holders of inherited retirement accounts to lower their 2020 tax bills.
Read MoreThere's a New Kid in Town
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The tax withholding tables issued in 2018 wreaked havoc for American taxpayers, as many were under-withheld on their federal return.
Read MoreLong Term Care Insurance – 3 Product Choices – 3 Pools of Money
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Long term care (LTC) insurance policies provide a “pool of money” to help you pay for the cost of long term care services.
Read MoreShould I Put My Savings in A Money Market Fund?
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Idle cash can bring the benefit of a safety net and the headache of feeling like your money’s not growing.
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