How to Create a Budget You’ll Stick With
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Budgeting is one of those things we all know we should be doing, but the thought and process can often sound overwhelming.
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Blog
Six Ways to Use Your Tax Refund
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About eight in 10 U.S. tax filers receive a tax refund every year, with the average amount paid over the past few years equaling around $2,800; according to recent IRS data.
Read MoreAsk a Financial Planner: College Savings Plans
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Question: “Are there better ways to save for college than a 529 plan?”
Tips to Buying a New or Used Car
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When it comes to buying a car, haggling for a deal may sound uncomfortable and unnecessary, but it could be a huge difference in savings. Below are some tips to help make your car buying experience more cost-effective!
Read MoreFour Helpful Tips for iPhone Users
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Recently, we hosted a smartphone workshop for clients and friends. One room was full of iPhone users, and another with android phone owners.
Read MoreFour Remarkable Women in History
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On June 4, 1784, about six months after the first untethered manned hot air balloon flight, a painter and amateur aeronaut, M. Fleurante and the Count Jean-Baptiste de Laurencin were scheduled to go up in a hot air balloon called La Gustave.
Read MoreImportant 2016 Dates For Retirees
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You generally have to start taking withdrawals from your IRA, SEP IRA, SIMPLE IRA, or retirement plan account when you reach age 70 ½ . Roth IRAs do not require withdrawals until after the death of the owner.
Read MoreThree Steps to Avoid Identity Theft
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Online security is on everyone’s mind right now, and rightfully so. Although breaches at national companies have shown us no one is immune to hackers, we want to share these three tips in order to protect your identity.
Read MoreKeep Your Budget on Track After Resolutions Wear Off
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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
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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.
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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
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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
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Open Enrollment for the Health Insurance Marketplace 2016 plans has been in effect since November 1, 2015.
Read MoreCommon Estate Planning Questions
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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
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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
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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 MoreThe Adventure of Geocaching
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What is geocaching? Geocaching, in a nutshell, is an outdoor treasure hunting game using GPS-enabled devices, such as your phone. People of all ages from all around the world have taken part in the activity.
Read MoreFive Ways to Know You're on the Right Financial Path
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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
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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 MoreA Breakthrough in the Rare ALS Disease
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Remember last summer when everyone was pouring buckets of ice on their heads? The extremely popular, and viral, movement helped provide research for Lou Gehrig’s disease or amyotrophic lateral sclerosis (ALS).
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