by the Storen Team | Feb 9, 2021 | Ed Slott, Financial Planning, Resources, Retirement
Article from Ed Slott and Company, LLC A new year brings a fresh start, and after 2020, we need that more than ever. You probably have a few resolutions for 2021. When making your list of goals for the new year, don’t overlook your IRA. Here are a few suggestions for...
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 13, 2020 | Education, Events, Financial Planning
Lisa Kellum, owner of Financial Wellness Advocates LLC will present the benefits of appointing a professional Trustee or Power of Attorney to help manage family business. Appointing a professional Trustee and Power of Attorney may be the best solution for you. Many...
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...
