Cheers 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!
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Blog
Plan 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 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 MoreElection Time
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The presidential election has been a source of concern for many investors, and our clients are no exception.
Read MoreDocumentaries
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Over the past five months, I have seen more movies than I have in years and I owe it all to the COVID quarantine.
Read MorePut to the Test
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This has been a turbulent year with lots of changes. Do you have a disaster recovery and contingency plan?
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Rethinking 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 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.
Read MoreCheers to 20 Years and 20 More
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On July 1, 2020, we will celebrate the firm’s 20th year in existence.
Read MoreHoliday Pets
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If you’re planning to bring a new pet into your home during the holidays, make sure you’re ready for the financial commitment.
Read MoreUncertainty
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When uncertainty rears its ugly head, it is not uncommon for individuals, our government, and corporations to stop spending until they see a better—clearer—path ahead. So, what happened to make us feel so uncertain?
Read MoreIn the Spirit of Giving
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Are you donating for the purpose of tax deductions or in the spirit of giving?
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