by the Storen Team | Sep 1, 2021 | Financial Planning, Resources, Retirement
Being fully engaged helps pursue financial objectives. We find that clients who are most successful at reaching their financial goals are fully engaged in their financial plan and attend an annual review with their Storen Financial advisor. During your review, we will...
by the Storen Team | Sep 1, 2021 | Resources, Taxes
*This blog was originally published on 2/22/19 and was updated 9/1/21. Reminder: proof of dependency is mandatory! Beginning with Tax Year 2018, taxpayers are required to bring proof of residency and relationship when claiming dependents on their tax return in order...
by the Storen Team | Aug 2, 2021 | Financial Planning, Resources
Q: My son received a scholarship. Can I take out leftover money without a penalty? A: Yes, you can take out some of the unused 529 funds and avoid penalty (unfortunately not tax) because of the scholarship your son received. Since you are the owner of the account, you...
by the Storen Team | Aug 2, 2021 | Financial Planning, Resources
Tips for maximizing financial aid for college As your college bound student(s) starts preparing to head off to college, you might be thinking, “How can I make sure they receive the maximum amount of financial aid and have enough to pay for all their...
by the Storen Team | Jul 12, 2021 | Financial Planning, Resources
Why is life insurance important to my family? Why is life insurance important to my family? This is a question I’m often asked by my clients. My response… life insurance is an important piece of your overall financial strategy for multiple reasons. By...
by the Storen Team | Jul 5, 2021 | Resources
Hello to my fellow Americans. I have the honor of presenting Storen Financial’s blog for the month of July. The month that we celebrate our independence from King George. And in keeping with the Spirit of ’76, we are going to talk about independence from a spouse and...
