The Beat Goes On
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As time keeps marching forward and the coronavirus continues to affect families, local communities, global economies, and tax legislation, our firm remains committed to serving client tax needs.
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Blog
Losing a Loved One: Let's Take a Test
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Here is the scenario: Your father just passed away. In the midst of your despair, you have to figure out a number of details. How many of these questions are you able to confidently answer?
Read MoreCombating the Bag Lady Syndrome - Part 1
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Many women have a fear of losing everything. Studies show Bag Lady Syndrome affects women regardless of age, marital status and socioeconomic class.
Read MoreBig Spender
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We all, including me, have spent money on something we don’t need just because. Let’s talk about three of the big reasons we all overspend from time to time.
Read MoreGoldilock’s Economy?
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2021 has arrived and after a devastating year, it has us all wondering what type of economy awaits us.
Read MoreWhat the Heck is a Check? - Part 1
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This check series is to help our #adulting101 readers by answering 6 common questions about checks and why many people still use them.
Read MoreEmployee Spotlight: Ken Hall
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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 Ken Hall. Ken is our Administrative Assistant.
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Employee Spotlight: Anita Ison
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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 Anita Ison. Anita is a CPA at the firm.
Read MoreShould I Refinance My Mortgage?
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With mortgage loan interest rates dropping to new lows in recent months, many are wondering if they should refinance.
Read MoreWhat is Fueling the Rise in Homeownership?
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Many thought homeownership would fall due to COVID. But, by the second quarter of 2020, housing demand whipsawed from down 41% to up 40% year-over-year. So, what happened?
Read MoreCheers To 20 Years
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2020 has had its ups and downs, but what a way to celebrate the firm’s 20th anniversary!
Read MorePlan Now to Make Tax Time Easier
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Here are four suggestions that will help you prepare for this year’s tax return.
Read MoreEmployee Spotlight: Madison Wagner
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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 Madison Wagner. Madison is our Administrative Assistant.
Read MoreThanksgiving 2020
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There is no doubt that Thanksgiving festivities are going to be very different this year. Smaller gatherings are encouraged so it may be the perfect opportunity to host a Thanksgiving that includes a meaningful table-top discussion on which charities you support and why.
Read MoreEmployee Spotlight: Angie Miller
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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 Angie Miller. Angie is our Paraplanner.
Read MoreJuli Erhart-Graves' Interview with Brandology
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Juli Erhart-Graves, President of Worley Erhart-Graves Financial Advisors, was interviewed by David Mauro and Mark Mosher with Brandology Podcast. Listen and hear how Juli has built and protected the Worley Erhart-Graves Financial Advisors brand.
Read More5 Ways To Back Up Your Data and Keep It Secure from Rana Kory, Director of IT with Worley Erhart-Graves
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What? You haven’t been backing up your data? Here are five easy ways to back up your data and keep it secure.
Read MoreEmployee Spotlight: Robyn Avery
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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 Robyn Avery. Robyn is our Tax Administrator.
Read MoreTop 10 CyberSecurity Tips from Rana Kory, Director of IT with Worley Erhart-Graves
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Many people do not realize how much they need to do to keep their personal information safe. Not doing enough leaves you vulnerable to malware, ransomware, and/or a loss of your personal data and sometimes even your money.
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