by the Storen Team | Aug 2, 2021 | Financial Planning, Resources
Q: My son received a scholarship. Can I take out leftover money without a penalty? A: Yes, you can take out some of the unused 529 funds and avoid penalty (unfortunately not tax) because of the scholarship your son received. Since you are the owner of the account, you...
by the Storen Team | Aug 2, 2021 | Financial Planning, Resources
Tips for maximizing financial aid for college As your college bound student(s) starts preparing to head off to college, you might be thinking, “How can I make sure they receive the maximum amount of financial aid and have enough to pay for all their...
by the Storen Team | Aug 1, 2021 | Businesses, Resources for Businesses
Planning for a Successful Business Starts at the Beginning When you start your own business, there are multiple action items that need your attention. This checklist provides you with some important steps to take as you navigate through the process. 1. Name your...
by the Storen Team | Aug 1, 2021 | Meet the Team
Erika McCloud Communications & Operations Director Erika joined Storen Financial full-time in 2021 following three years of collaboration as our external marketing consultant. With over two decades of experience in marketing and communications, she now leads the...
by the Storen Team | Jul 20, 2021 | Business Coaching, Businesses, Resources for Businesses
With a strong tall pillar and a short weak pillar, the foundation is uneven In order for a business to prosper, five well-functioning pillars need to be established. These pillars form the foundation of growth for your business. Each pillar requires equal time and...
