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 | 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,...
by the Storen Team | Sep 13, 2023 | Financial Planning, Resources, Retirement, Videos, Young Professionals
VIDEO: Click here to watch on YouTube. Financial Assistant, Joseph Cavazos, discusses the 401k 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 | Sep 11, 2023 | Financial Planning, Resources, Young Professionals
An Investing Road Map for Early Career Accumulators Article from Morningstar Because they’re just starting out, early career accumulators—loosely defined as people in their 20s and 30s—don’t typically have much in the way of financial capital (unless they’re...
