Productivity and AI
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As the COVID vaccine rolls out and businesses reopen, economists are expecting a strong showing of goods-and-services produced in 2021.
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Blog
Donor-Advised Funds
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As a financial planner and partner in a tax firm, I spend a lot of time planning financial futures and thinking through tax consequences. Occasionally, a donor-advised fund can make sense.
Read MoreWhat is Short Selling?
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At 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 MoreUnintended Consequences
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When 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 MoreThe Beat Goes On
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As 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 MoreLosing a Loved One: Let's Take a Test
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Here 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 MoreShould I Refinance My Mortgage?
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With mortgage loan interest rates dropping to new lows in recent months, many are wondering if they should refinance.
Read MoreWhat is Fueling the Rise in Homeownership?
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Many 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 MoreCheers 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!
Read MorePlan 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.
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