by the Storen Team | Mar 16, 2020 | Taxes, Updates
**UPDATED 3/18/20: Our offices will be closed for in-person appointments from March 23 – April 5th, with a plan to resume on April 6th. Also, please note that the tax deadline has been extended to July 15th (Click here to read more information about this). Our...
by the Storen Team | Mar 4, 2020 | Financial Fitness, Financial Planning, Resources, Retirement
As we continue along the monthly process of improving our financial health I introduced in last month’s blog (Click here to read), we move toward cleanup, organization and simplification of our financial accounts. Monthly Project Recap: January – Set your...
by the Storen Team | Feb 25, 2020 | Community, Education, Events
On Thursday, March 5th, join Elder Law Attorney, Lisa Dillman, to discuss the importance of planning for all stages of life. Too often families have outdated documents or plans in place that no longer achieve their long-term goals. As loved ones age, circumstances...
by the Storen Team | Feb 20, 2020 | Businesses, Resources for Businesses
As an employer you have many items on your plate and if you offer a 401k plan to your employees here is one that could be overlooked. The Department of Labor regulations state that at a minimum the 401k plan that you offer needs to be Benchmarked once every three...
by the Storen Team | Feb 18, 2020 | Businesses, QuickBooks, Resources
In the past six months, Intuit, the maker of QuickBooks, rolled out several new features for their online users. Here are three time-saving features: 1) Receipt Capture is a great documentation feature. According to QuickBooks: Nothing says “tax time” like a...
