by the Storen Team | Mar 17, 2020 | Taxes, Updates
**UPDATED 3/20/20: Each day we are learning something new and we continue to receive updates from the Federal and our State government officials. The most recent updates share that The U.S. Treasury has confirmed that 2019 IRA contributions, estimated payments, tax...
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 Too often families have outdated documents or plans in place that no longer achieve their long-term goals.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...
by the Storen Team | Feb 4, 2020 | Resources, Taxes
Last month the tax professionals at Storen Financial met to prepare for the 2019 tax season. Over the two day retreat we focused on new tax laws, forms, and other changes as well as reviewed common issues that affect Storen clients from year to year. Every year we...
by the Storen Team | Jan 28, 2020 | Resources, Taxes
Our beloved Congress has done it again. In the latest Budget Bill that was signed on December 20, 2019, a number of tax incentives that had expired at the end of 2017 have been brought back. Not only brought back but made retroactive to January 1, 2018. This will...
by the Storen Team | Jan 28, 2020 | Financial Fitness, Financial Planning, Resources, Retirement
Happy New Year from Storen Financial! Many people use the beginning of a new year as an opportunity to make changes in their life. One of the more common New Year’s resolutions is improving one’s financial health by saving more and/or spending less. If this is your...
by the Storen Team | Jan 25, 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...
