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Worley Erhart-Graves

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May 29, 2025

Higher Income, Higher Taxes

May 29, 2025/ Worley Erhart-Graves Financial Advisors/ Pamela Smitson
Higher Income, Higher Taxes

Tax brackets explained.

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May 29, 2025/ Worley Erhart-Graves Financial Advisors/ Pamela Smitson/
Blog Archives, Newsletter
taxes, TaxBrackets
May 29, 2025

Preparing for College the Smart Way

May 29, 2025/ Worley Erhart-Graves Financial Advisors/ Kyle McCune
Preparing for College the Smart Way

If you have children or grandchildren in high school, now is the time to help them prepare, not just academically but legally and financially as well.

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May 29, 2025/ Worley Erhart-Graves Financial Advisors/ Kyle McCune/
Blog Archives, Newsletter
#College, #CollegeStudent, #CollegeSearch
May 29, 2025

The Importance of Female Financial Advisors

May 29, 2025/ Worley Erhart-Graves Financial Advisors/ Margaret Gooley
The Importance of Female Financial Advisors

Only 31% of financial advisors in the U.S. are women, and just 23% are CERTIFIED FINANCIAL PLANNER® professionals illustrating how vital it is for women to connect with other women in financial advising.

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May 29, 2025/ Worley Erhart-Graves Financial Advisors/ Margaret Gooley/
Blog Archives, Newsletter
#FemaleFinancialAdvisors, #financialplanning, #Women
May 29, 2025

Disaster Preparedness

May 29, 2025/ Worley Erhart-Graves Financial Advisors/ Juli Erhart-Graves
Disaster Preparedness

Weather-related events, such as tornadoes, flooding and even wildfires, seem to be occurring more frequently and with greater intensity, which makes being prepared even more important.

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May 29, 2025/ Worley Erhart-Graves Financial Advisors/ Juli Erhart-Graves/
Blog Archives, Newsletter
#Disaster, #DisasterRecovery, #DisasterPreparedness
February 25, 2025

Looking back at 2024 and adjusting to 2025

February 25, 2025/ Worley Erhart-Graves Financial Advisors/ Kyle McCune
Looking back at 2024 and adjusting to 2025

2024 revealed valuable lessons amidst the turbulence of shifting global economies and political climates.

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February 25, 2025/ Worley Erhart-Graves Financial Advisors/ Kyle McCune/
Blog Archives, Newsletter
#stockmarket, #Stocks, #Bonds, #InterestRates, #Workshops
February 25, 2025

Protect Your Identity

February 25, 2025/ Worley Erhart-Graves Financial Advisors/ Margaret Gooley
Protect Your Identity

As we step into the new year, the importance of safeguarding your identity remains more crucial than ever.

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February 25, 2025/ Worley Erhart-Graves Financial Advisors/ Margaret Gooley/
Blog Archives, Newsletter
#Cybersecurity, #CreditFreeze, #IdentityTheft, #CreditScores, #CreditReports
February 25, 2025

New Year, New Agenda

February 25, 2025/ Worley Erhart-Graves Financial Advisors/ Pamela Smitson
New Year, New Agenda

The new year is well under way with a GOP-led federal government and taxpayer expectations of an extension of the Tax Cuts and Jobs Act of 2017 (TCJA).

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February 25, 2025/ Worley Erhart-Graves Financial Advisors/ Pamela Smitson/
Blog Archives, Newsletter
#taxes, #TaxCuts, #TCJA
February 25, 2025

Our Silver Anniversary

February 25, 2025/ Worley Erhart-Graves Financial Advisors/ Juli Erhart-Graves
Our Silver Anniversary

This year marks a significant milestone – our 25th anniversary!

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February 25, 2025/ Worley Erhart-Graves Financial Advisors/ Juli Erhart-Graves/
Blog Archives, Newsletter
#Anniversary, #financialplanning, #RetirementPlanning
November 19, 2024

Big news for Hoosiers under 65 on Medicare

November 19, 2024/ Worley Erhart-Graves Financial Advisors/ Juli Erhart-Graves
Big news for Hoosiers under 65 on Medicare

Great news for Indiana residents on the horizon.

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November 19, 2024/ Worley Erhart-Graves Financial Advisors/ Juli Erhart-Graves/
Blog Archives, Newsletter
#Medicare, #MedicarePartD, #MedicarePartA, #MedicarePartB, #MedicareEnrollment, #Hoosiers
November 19, 2024

The Beat Rolls On

November 19, 2024/ Worley Erhart-Graves Financial Advisors/ Pamela Smitson
The Beat Rolls On

How do the new federal income tax brackets and standard deductions for tax year 2025 affect you?

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November 19, 2024/ Worley Erhart-Graves Financial Advisors/ Pamela Smitson/
Blog Archives, Newsletter
#IRS, #Taxes, #TaxCuts, #TaxRates
November 19, 2024

From a Donut Hole to Zero Coverage?

November 19, 2024/ Worley Erhart-Graves Financial Advisors/ Margaret Gooley
From a Donut Hole to Zero Coverage?

If you haven’t reviewed your Part D coverage for next year, now is an excellent time to do so.

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November 19, 2024/ Worley Erhart-Graves Financial Advisors/ Margaret Gooley/
Blog Archives, Newsletter
#Medicare, #MedicarePartD, #MedicareEnrollment, #MedicareDonutHole
November 19, 2024

Let’s Celebrate

November 19, 2024/ Worley Erhart-Graves Financial Advisors/ Kyle McCune
Let’s Celebrate

How much progress has been made in 25 years?

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November 19, 2024/ Worley Erhart-Graves Financial Advisors/ Kyle McCune/
Blog Archives, Newsletter
#SocialSecurity, #529, #RothIRA, #25Anniversary, #investing, #stockmarket, #financialplanning, #RetirementPlanning, #IRS
September 04, 2024

Changes Coming to Medicare Part D

September 04, 2024/ Worley Erhart-Graves Financial Advisors/ Kyle McCune
Changes Coming to Medicare Part D

There are some changes Part D subscribers will see beginning in 2025.

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September 04, 2024/ Worley Erhart-Graves Financial Advisors/ Kyle McCune/
Blog Archives, Newsletter
#Medicare, #MedicarePartD, #RetirementPlanning, #Retirement, #Prescriptions
September 04, 2024

Password Security

September 04, 2024/ Worley Erhart-Graves Financial Advisors/ Margaret Gooley
Password Security

Here is a list of the top three things to keep in mind for your password security.

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September 04, 2024/ Worley Erhart-Graves Financial Advisors/ Margaret Gooley/
Blog Archives, Newsletter
#passwordsecurity, #password, #Cybersecurity, #security, #privacy, #datasecurity
September 04, 2024

Sunset/Expires; Tomato/Tomahto

September 04, 2024/ Worley Erhart-Graves Financial Advisors/ Pamela Smitson
Sunset/Expires; Tomato/Tomahto

What will happen if most of the Tax Cuts and Jobs Act’s provisions expire as scheduled on December 31, 2025?

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September 04, 2024/ Worley Erhart-Graves Financial Advisors/ Pamela Smitson/
Blog Archives, Newsletter
#taxes, #election2024, #TaxCuts, #Jobs
September 04, 2024

Social Security Login Changes

September 04, 2024/ Worley Erhart-Graves Financial Advisors/ Juli Erhart-Graves
Social Security Login Changes

What is the difference between Login.gov and ID.me?

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September 04, 2024/ Worley Erhart-Graves Financial Advisors/ Juli Erhart-Graves/
Blog Archives, Newsletter
#identity, #Cybersecurity, #privacy, #security, #passwordsecurity, #password
May 29, 2024

Modern Budgeting Tools

May 29, 2024/ Worley Erhart-Graves Financial Advisors/ Kyle McCune
Modern Budgeting Tools

The landscape of budgeting tools has evolved significantly since the days of spreadsheets and the physical “envelope method”.

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May 29, 2024/ Worley Erhart-Graves Financial Advisors/ Kyle McCune/
Blog Archives, Newsletter
#Budget, #Budgeting, #FinancialPlanning
May 29, 2024

Our New Normal

May 29, 2024/ Worley Erhart-Graves Financial Advisors/ Margaret Gooley
Our New Normal

What is our new normal in home lending?

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May 29, 2024/ Worley Erhart-Graves Financial Advisors/ Margaret Gooley/
Blog Archives, Newsletter
#MortgageRates, #mortgage, #BuyingHomes, #SellingHomes, #FinancialPlanning, #InterestRates, #RetirmentPlanning
May 29, 2024

Emergency Preparedness

May 29, 2024/ Worley Erhart-Graves Financial Advisors/ Pamela Smitson
Emergency Preparedness

Are you ready if disaster strikes?

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May 29, 2024/ Worley Erhart-Graves Financial Advisors/ Pamela Smitson/
Blog Archives, Newsletter
#Emergency, #EmergencyPreparedness, #RecordKeeping, #Disaster, #DisasterRecovery
May 29, 2024

Financial Top 10 List for Grads

May 29, 2024/ Worley Erhart-Graves Financial Advisors/ Juli Erhart-Graves
Financial Top 10 List for Grads

Top 10 list for graduates as they transition to financial independence.

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May 29, 2024/ Worley Erhart-Graves Financial Advisors/ Juli Erhart-Graves/
Blog Archives, Newsletter
#Graduation, #Graduates, #FinancialPlanning, #FinancialFreedom, #Credit, #Saving, #RetirementPlanning
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3500 DePauw Boulevard, Suite 1035
Pyramid One, Third Floor
Indianapolis, IN 46268

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