by the Storen Team | Jul 6, 2020 | Financial Fitness, Financial Planning, Resources
As we dive headlong into summer — and to vacations and family outings — there may be a tendency to spend more money than perhaps you’ve budgeted for. This month, we look at your financial health and mindful spending. Monthly Project Recap: January – Set your...
by the Storen Team | Jun 29, 2020 | Resources, Retirement
Hot off the press from IRA expert, Ed Slott’s office: IRS released IRS Notice 2020-51 which extended the deadline to August 31, 2020 to return any unwanted 2020 RMDs. Unprecedented Relief! ALL unwanted RMDs taken in 2020 can now be returned – rolled over – back to an...
by the Storen Team | Jun 23, 2020 | Businesses, Community, Education, Events
Are you a business owner? Curious about ways to save money and build for retirement? You can save for retirement while helping your employees to do so too! You are invited to a 15 minute virtual call with Financial Advisor, Alex Kiritschenko, to learn about the...
by the Storen Team | Jun 18, 2020 | Resources, Resources for Businesses
As we are inundated with messages and information in relation to federal and state law updates and ways to adapt to our changing environment, we are offering a summary of resources for our clients. This collection of articles brings together a recap of information...
by the Storen Team | Jun 11, 2020 | Financial Fitness, Financial Planning, Resources
As we move into the summer months and the more relaxed pace it brings, it’s a great time to pause and do a mid-year financial check-up. Monthly Project Recap: January – Set your intentions (goals, budgets, contributions) February – Prepare for tax time...
