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.
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Blog
Employee 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 MoreAdulting 101 – Picking a health insurance plan blog
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It’s finally here…the year you turn 26 and no longer qualify to be on Mom or Dad’s health insurance, so you need to find your own plan. Welcome to adulting!
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.
Read MoreEmployee Spotlight: Paige Adkins
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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 Paige Adkins. Paige is our Investment Support Specialist.
Read MoreAdulting 101 - Budgeting for Baby
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Whether you’re expecting a new bundle of joy or you’re simply preparing for the future, it’s best to think about the costs associated with having a baby so that you can spend time loving on your new little one instead of worrying about unpaid bills.
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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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.
Read MoreEmployee 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.
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