by the Storen Team | Aug 28, 2024 | Businesses, Resources for Businesses
Three Topics Real Estate Agents Should Consult a Professional About Are you a realtor whose business has taken off? Perhaps you’ve become the professional who helps others find their dream homes. Now, you’re presented with the challenge of managing a rapidly...
by the Storen Team | Aug 15, 2024 | Education, Events, Financial Planning
Are you prepared for an emergency or death? In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? No family member should be forced to deal...
by the Storen Team | Aug 12, 2024 | Businesses, Resources for Businesses
Real Estate Agent Checklist For Managing Your Real Estate Business Working with buyers and sellers is an integral part of your business. As a realtor, there are multiple action items that need your attention. This checklist provides you with some important steps to...
by the Storen Team | Aug 8, 2024 | Case Studies, Financial Planning, Resources, Retirement
Misinformation About QCDs Significantly Impacted Tax Situation Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have significantly impacted their tax situation. One such example involved a...
by the Storen Team | Aug 7, 2024 | Financial Planning, Resources, Retirement, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor, Ronnie Jackson, CFA®, walks you through our financial planning and consultation process. Join us as Financial Advisor, Ronnie Jackson, and other members of our investment team walk you through how our financial...
