by the Storen Team | Feb 20, 2019 | Resources, Taxes, Updates
Do not forget to bring your yearly 1099 documents to your 2018 tax appointment! These documents should be coming to you via USPS mail or can often be found online! All TD Ameritrade 1099s were issued on February 6th, 2019 and should also be available on...
by the Storen Team | Jan 14, 2019 | Resources, Taxes
Will I pay tax on gifts I provide? Will the recipients of my gift pay tax on the amount? Every year our accountants get questions on gifting and the rules that surround it. Debate no longer; gifting does not create negative current tax year outcomes! Gifts are not...
by the Storen Team | Jan 4, 2019 | Resources, Stock Market
Earlier this week First Trust published their Monday Morning Outlook that contained an article from one of my favorite economists, Brian Wesbury. For 2019, Wesbury is predicting a 25% increase in the Dow as well as the S&P 500. These predictions are based on...
by the Storen Team | Jan 4, 2019 | Resources, Retirement, Stock Market
As 2018 came to an end, it was hard not to notice the historic volatility in the stock market. In order to help address the question of what to do in this type of market environment, we would like to share an American Funds Investor Resource which discusses this...
by the Storen Team | Oct 28, 2018 | Financial Planning, Resources, Retirement
Article by Greg Storen, CEO and Advisory Services Director, published in The Street: Retirement Daily A client recently walked into my office and placed his existing 401(k) statement on my desk. He looked at me, pointed to the document and asked, “Can I bombproof my...
