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 MoreIn 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 MoreIn 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.
Read More
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 MoreAn Interview with Juli Erhart-Graves, CERTIFIED FINANCIAL PLANNER™, Owner and President of Worley Erhart-Graves Financial Advisors.
Read MoreEven 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 MoreAs COVID-19 continues to affect local communities and global economies, you may be wondering how recently passed legislation impacts you.
Read MoreWhy is there a disconnect between the market and the economy?
Read MoreWhile 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 MoreCOVID-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.
Read MoreThe 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 MoreWe’ve reached the time where the recent bull market has finally come to an end, and we’re at the beginning of our first bear market in more than a decade.
Read MoreThe tax withholding tables issued in 2018 wreaked havoc for American taxpayers, as many were under-withheld on their federal return.
Read MoreLong term care (LTC) insurance policies provide a “pool of money” to help you pay for the cost of long term care services.
Read MoreIdle cash can bring the benefit of a safety net and the headache of feeling like your money’s not growing.
Read MoreOn July 1, 2020, we will celebrate the firm’s 20th year in existence.
Read MoreWhether you are single or married, or have children or don’t, as a woman, you need to pay attention to money and know enough to take care of yourself or others when or if the need arises.
Read MoreOne financial rule of thumb I hear often is “Your mortgage payment shouldn’t exceed 28% of your gross monthly income.”
Read MoreWhat does the Secure Act mean for retirement savers?
Read More3500 DePauw Boulevard, Suite 1035
Pyramid One, Third Floor
Indianapolis, IN 46268
317.872.5090
855.872.5090 Toll Free
317.872.5095 Fax
WEBSITE BY I/S +
