by the Storen Team | Apr 5, 2024 | Financial Planning, Resources, Retirement
What is Legacy Planning? There’s much debate on whether legacy planning and estate planning are synonymous or differ entirely. For the purpose of this article, legacy planning can be defined as such: an extensive plan that goes beyond the distribution of assets and...
by the Storen Team | Apr 2, 2024 | Businesses, QuickBooks, Resources, Resources for Businesses
QuickBooks Desktop to stop selling to new U.S. subscribers Intuit has made a decision that after July 31, 2024, they will no longer sell new subscriptions of the following products: QuickBooks Desktop Pro Plus QuickBooks Desktop Premier Plus QuickBooks Desktop Mac...
by the Storen Team | Apr 2, 2024 | Financial Planning, Resources, Retirement, Videos, Young Professionals
VIDEO: Click here to watch on YouTube. Financial Assistant, Joseph Cavazos, discusses the IRA in this video series for young professionals. Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young...
by the Storen Team | Mar 14, 2024 | Financial Planning, Resources, Retirement, Social Security
Read about how you can boost your Social Security benefits at any age in Bob Jenning’s article. Article from TaxSpeaker When addressing social security issues with clients, particularly those under forty, I am often told, “There will never be anything there for...
by the Storen Team | Mar 11, 2024 | Businesses, Resources, Resources for Businesses, Taxes
Why is a business tax consultation important? A business tax consultation can be a game-changer for any business owner. Gaining a firm understanding of tax strategies, entity selection, projections, estimated payments, and allowed deductions can be highly...
by the Storen Team | Mar 8, 2024 | Resources, Resources for Businesses, Videos
VIDEO: Click here to watch on YouTube. Chief Operating Officer, Debbi Kuller, discusses Business Advisory Services in this video series. In this video series, our team sits down with financial advisors, accountants, and business service specialists to discuss hot...
