Continuing our talk on taxes and combating the Bag Lady Syndrome, the fear of losing everything and being left with no financial means, this blog explains page 2 of Form 1040, U.S. Individual Income Tax Return.
Read MoreOne of the ways we can combat the Bag Lady Syndrome, the fear of losing everything and being left with no financial means, is to gain a better understanding of our income tax return.
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Because we have likely already slipped into recession, financial worries and the Bag Lady Syndrome will probably be top of mind for many months to come. There are things you can do to put yourself in a position to weather this storm and put fears to rest.
Read MoreAlthough the Bag lady Syndrome is common, there are things you can do to squelch this fear when it bubbles to the surface. In this article, I focus on insurance coverage, specifically looking at life insurance and disability insurance.
Read MoreAt this point, you’ve probably heard the news about how a large group of social media users have banded together to hurt the short sellers of GameStop and other stocks. You might be wondering what short selling is, and why someone would do that in the first place.
Read MoreWhen working with clients, sometimes I come across situations where a seemingly insignificant change has a huge impact. The unintended consequences can result in big hassles down the road.
Read MoreAs 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.
Read MoreHere 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 MoreMany women have a fear of losing everything. Studies show Bag Lady Syndrome affects women regardless of age, marital status and socioeconomic class.
Read MoreWe 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 MoreThis check series is to help our #adulting101 readers by answering 6 common questions about checks and why many people still use them.
Read More2021 has arrived and after a devastating year, it has us all wondering what type of economy awaits us.
Read MoreThis check series is to help our #adulting101 readers by answering 6 common questions about checks and why many people still use them.
Read MoreThis check series is to help our #adulting101 readers by answering 6 common questions about checks and why many people still use them.
Read MoreIn 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.
Read MoreWhat makes a mutual fund a mutual fund?
Read MoreIn 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 MoreWith mortgage loan interest rates dropping to new lows in recent months, many are wondering if they should refinance.
Read MoreMany 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 More2020 has had its ups and downs, but what a way to celebrate the firm’s 20th anniversary!
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