by the Storen Team | Apr 5, 2024 | Financial Planning, Resources, Retirement
What is Legacy Planning? There’s much debate on whether legacy planning and estate planning are synonymous or differ entirely. For the purpose of this article, legacy planning can be defined as such: an extensive plan that goes beyond the distribution of assets and...
by the Storen Team | Apr 2, 2024 | Businesses, QuickBooks, Resources, Resources for Businesses
QuickBooks Desktop to stop selling to new U.S. subscribers Intuit has made a decision that after July 31, 2024, they will no longer sell new subscriptions of the following products: QuickBooks Desktop Pro Plus QuickBooks Desktop Premier Plus QuickBooks Desktop Mac...
by the Storen Team | Apr 2, 2024 | Financial Planning, Resources, Retirement, Videos, Young Professionals
VIDEO: Click here to watch on YouTube. Financial Assistant, Joseph Cavazos, discusses the IRA in this video series for young professionals. Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young...
by the Storen Team | Apr 1, 2024 | Community, Events, Team News, Updates
Our Shred Day is coming in June! The paper shredding truck will be at our office on June 1, 2024 to instantly shred all your personal documents on site. This event is a secure way to get rid of your documents containing personal information all at one time. We enjoy...
by the Storen Team | Mar 26, 2024 | Newsletters
Have you read our March Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming Storen...
