by the Storen Team | Jun 24, 2021 | Resources, Taxes
*Blog updated 6/24/21. If you have dependents on your tax return under the age of 18 – Please read! Monthly prepayments from the IRS of the Child Tax Credit will begin July 15th. In March of 2021, Congress passed the American Plan Rescue Act. This legislation could...
by the Storen Team | Jun 5, 2021 | Resources, Stock Market, Videos
VIDEO: Click here to watch on YouTube. Interview with trucking industry expert Chris Coleman Curious about what is going on the trucking industry? Please tune in to this short video, as Portfolio Analyst Assistant Matt Wilson interviews trucking industry expert Chris...
by the Storen Team | Jun 1, 2021 | Financial Planning, Resources
One of the most common things I hear from clients is that they don’t have enough money or assets to warrant having a will or estate plan. But estate planning isn’t only for “rich people.” In fact, for those with modest wealth, a good estate plan is the best way to...
by the Storen Team | May 12, 2021 | Ed Slott, Education, Financial Planning, Resources, Retirement, Stock Market, Taxes, Videos
Over 200+ joined us virtually to learn from Ed Slott! What an amazing turnout and fantastic program! We are grateful to have hosted over 200 clients and non-clients alike, for our virtual educational event, featuring IRA expert, Ed Slott. If you missed it, don’t...
by the Storen Team | May 11, 2021 | Ed Slott, Financial Planning, Resources, Retirement
Article from Ed Slott and Company, LLC When visiting the doctor, does he or she ask foundational questions to help determine your medical condition? Of course. “How are you feeling?” “Are you a smoker?” “What hurts?” Does the doctor take some basic measurements –...
by the Storen Team | May 10, 2021 | Financial Planning, Resources, Retirement, Stock Market
Did you know that there are approximately 5,000 indexes in the U.S. alone? This month I thought I’d give you some background on four of our major indices we follow… Dow Jones Industrial Average Dow Jones Industrial Average (DJIA) currently represents 30 major...
