by the Storen Team | Sep 1, 2021 | Financial Planning, Resources, Retirement
Being fully engaged helps pursue financial objectives. We find that clients who are most successful at reaching their financial goals are fully engaged in their financial plan and attend an annual review with their Storen Financial advisor. During your review, we will...
by the Storen Team | Aug 2, 2021 | Financial Planning, Resources
Q: My son received a scholarship. Can I take out leftover money without a penalty? A: Yes, you can take out some of the unused 529 funds and avoid penalty (unfortunately not tax) because of the scholarship your son received. Since you are the owner of the account, you...
by the Storen Team | Aug 2, 2021 | Financial Planning, Resources
Tips for maximizing financial aid for college As your college bound student(s) starts preparing to head off to college, you might be thinking, “How can I make sure they receive the maximum amount of financial aid and have enough to pay for all their...
by the Storen Team | Jul 12, 2021 | Financial Planning, Resources
Why is life insurance important to my family? Why is life insurance important to my family? This is a question I’m often asked by my clients. My response… life insurance is an important piece of your overall financial strategy for multiple reasons. By...
by the Storen Team | Jun 1, 2021 | Financial Planning, Resources
One of the most common things I hear from clients is that they don’t have enough money or assets to warrant having a will or estate plan. But estate planning isn’t only for “rich people.” In fact, for those with modest wealth, a good estate plan is the best way to...
by the Storen Team | May 12, 2021 | Ed Slott, Education, Financial Planning, Resources, Retirement, Stock Market, Taxes, Videos
Over 200+ joined us virtually to learn from Ed Slott! What an amazing turnout and fantastic program! We are grateful to have hosted over 200 clients and non-clients alike, for our virtual educational event, featuring IRA expert, Ed Slott. If you missed it, don’t...
