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 Too often families have outdated documents or plans in place that no longer achieve their long-term goals.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 Business Services Director QuickBooks Online Advanced Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Erika joined the Storen Financial team in 2020, having spent the previous 14 years working in the non-profit sector. Before that,...
by the Storen Team | Jun 1, 2020 | Meet the Team
Martha Medlen, AFSP Tax Preparer Martha is a seasoned tax professional who joined Storen Financial in 2017 after honing her skills at tax school and several years of hands-on experience in tax preparation. As an IRS annual seasonal tax preparer, she specializes in...
by the Storen Team | May 27, 2020 | Businesses, Resources for Businesses
Need assistance with the newly released PPP Loan Forgiveness Application? We are here to help! Calls and questions continue to come into our office from clients, about the new application for PPP loan forgiveness, released on Friday, May 15th, by the SBA. This process...
