by the Storen Team | Nov 13, 2023 | Businesses, Resources, Resources for Businesses, Videos
VIDEO: Click here to watch on YouTube. Business Services Director, Erika Lewis, discusses clean books in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with...
by the Storen Team | Nov 9, 2023 | 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 | Nov 1, 2023 | 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...
by the Storen Team | Oct 9, 2023 | Financial Planning, Resources, Retirement
What steps should you take in each phase of retirement? It’s a well-known fact that retirement takes meticulous planning and preparation, but we have suggestions on how to get started. Developing a long-term and tax-smart strategy throughout the three phases of...
by the Storen Team | Oct 5, 2023 | Financial Planning, Resources
Read what Kelley C. Long, CPA/PFS has to say about utilizing the unspent funds in 529 accounts in this article. Article from Journal of Accountancy To alleviate some of the challenges that arise when funds are left unspent in qualified tuition plans, typically called...
by the Storen Team | Oct 4, 2023 | Resources, Taxes, Videos
VIDEO: Click here to watch on YouTube. Tax Accountant, Daniel Walters, explains tax projections and their importance. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory,...
