by the Storen Team | Dec 3, 2020 | Financial Fitness, Financial Planning, Resources
The holiday season can bring a variety of commitments. As the year comes to a close, make a commitment to yourself to think about your retirement preparation. Monthly Project Recap: January – Set your intentions (goals, budgets, contributions) February –...
by the Storen Team | Nov 12, 2020 | Financial Fitness, Financial Planning, Resources
The holiday season is traditionally a time to spend with family. Whether you gather in person or virtually, your grown children would benefit from learning about your financial plan for retirement. Monthly Project Recap: January – Set your intentions (goals,...
by the Storen Team | Oct 1, 2020 | Financial Fitness, Financial Planning, Resources
With our reliance on electronic devices, we need to stay vigilant with cybersecurity. We have passwords for virtually everything and the prospect of having those passwords compromised is downright creepy. What better time of year to avoid that feeling than the month...
by the Storen Team | Sep 8, 2020 | Financial Fitness, Financial Planning, Resources
Now that school is back in session, whether it’s in the classroom or online, it’s a good time to sharpen those organization skills. Monthly Project Recap: January – Set your intentions (goals, budgets, contributions) February – Prepare for tax time...
by the Storen Team | Aug 6, 2020 | Financial Fitness, Financial Planning, Resources
As you relax during the dog days of summer, it’s a great time to grab a notebook and take stock of your insurance coverages, memberships and subscriptions. Monthly Project Recap: January – Set your intentions (goals, budgets, contributions) February –...
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...
