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...
by the Storen Team | Jun 10, 2020 | Community, Education, Events, Medicare
Ruth’s presentation will help navigate the Medicare puzzle. RSVP Today as Space is Limited! Join us for a presentation titled “Medicare 101” by Ruth Hoffman, Storen’s Medicare Benefits Specialist with over 15 years Medicare experience. This...
by the Storen Team | Jun 8, 2020 | Community, Education, Events
On Thursday, June 18th, join Elder Law Attorney, Lisa Dillman, online 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 Too often families have outdated documents or plans in place that no longer achieve their long-term goals.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,...
by the Storen Team | Jun 1, 2020 | Meet the Team
Erika Lewis Bookkeeping and Payroll Administrator Erika Lewis joined our team in 2020. She comes to us after spending the past 14 years working in the non-profit sector. Prior to that, she spent 8 years in business and IT consulting. Erika’s goal is to work with...
by the Storen Team | Jun 1, 2020 | Meet the Team
Vicky Hunt Administrative Assistant Vicky Hunt is the Storen Administrative Assistant. Click here to learn more about the other Storen Financial team members.
by the Storen Team | Jun 1, 2020 | Meet the Team
Martha Medlen Tax Preparer Martha has been a part of the Storen team since 2017. She is an IRS annual seasonal tax preparer. She assists the preparers with data entry, organizing client files and contacting clients regarding their returns. The question that led her...
