Charitable Giving: Smart from the Heart

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Latest Blog Post

Should I be Worried About my Cash at the Bank?

March 13, 2023

Should you be worried? How should you protect your cash? What makes Silicon Valley Bank's situation unique? The sudden collapse of SVB created a lot of anxiety, is this isolated event or something that could spread?

FDIC Insurance & Other Cash Management Options

March 13, 2023

With recent events, now is a great time to review the Federal Deposit Insurance Corporation (FDIC) coverage limits and other cash management strategies available when holding cash in excess of these limits.

What Would You Attempt if You Knew You Could Not Fail?

March 13, 2023

This sign has always found a place on display where I can see it nearly every day. This seemingly simple question can take on much deeper roots. What would YOU do? And how do we move from fearing failure to blazing our own path?

Featured Team Member

Brian Worley, CFP®, CPWA®

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Brian Worley is a founding partner of The Martin Worley Group. He utilizes his knowledge and experience to help clients work toward achieving their goals by developing personalized financial plans and portfolios.

Terra J. Thurgood, CFP^®, CDFA^®

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What is a Certified Divorce Financial Analyst®?

Terra has provided tax & financial advisory services since 1999. She helps clients simplify their complex financial world, allowing them to focus on what matter most.

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