by the Storen Team | Oct 9, 2026 | Case Studies, Financial Planning, Resources, Retirement
**The example below is a hypothetical illustration based on composite, real-life situations and does not describe an actual client. Names, amounts, and circumstances have been changed for illustrative purposes. Results will vary based on individual circumstances....
by the Storen Team | Oct 1, 2026 | Resources, Taxes
Avoid Unnecessary Tax by Meeting with Your Accountant Before the End of the Year No one wants to pay more in tax than they need to. Reaching out to your accountant periodically – and not just at the very end of the year – empowers you to discuss financial situations...
by the Storen Team | Sep 30, 2026 | Resources, Taxes
Important Things to Consider Regarding a Tax Return Extension When approaching the April 15th tax due date, you might be considering the extension of your individual tax return. If you choose to file your own extension, simply submit Form 4868 electronically by March...
by the Storen Team | Sep 29, 2026 | Financial Planning, Resources, Young Professionals
Why gift a Financial Consultation to your child or grandchild? Oftentimes the reason recent college grads, newly married couples, and other Young Professionals feel like they are floundering in a sea of financial obstacles is because they don’t have the proper tools...
by the Storen Team | Sep 29, 2026 | How-to, Resources, Taxes
If your digital tax return documentation is now available in your Storen Financial Client Portal and ready to finalize, follow these instructions to complete the process. The following items must be completed… Sign your digital signature so that our team can...
by the Storen Team | Sep 28, 2026 | Financial Planning, Resources, Retirement
How do you know when it’s time to review your relationship with your current financial advisor? “Some relationships just don’t work out. That unfortunate truth applies to spouses, friends, business associates — and financial advisors.” There...
