by the Storen Team | Jun 29, 2020 | Resources, Retirement
Hot off the press from IRA expert, Ed Slott’s office: IRS released IRS Notice 2020-51 which extended the deadline to August 31, 2020 to return any unwanted 2020 RMDs. Unprecedented Relief! ALL unwanted RMDs taken in 2020 can now be returned – rolled over – back to an...
by the Storen Team | Apr 6, 2020 | Resources, Retirement, Taxes
I have important information to share from a webinar I recently attended, led by IRA expert, Ed Slott (IRAhelp.com). He shared valuable updates in regards to 2020 IRA and Company Retirement Plans. Please view my quick notes below, and do not hesitate to email me with...
by the Storen Team | Apr 2, 2020 | Financial Fitness, Financial Planning, Resources, Retirement
Spring is in the air and it’s not only a great time to tackle those seasonal cleaning chores, but to also review where you stand financially. Free credit reports are available for you to take stock of your standing and uncovering potential issues. Here at Storen...
by the Storen Team | Mar 4, 2020 | Financial Fitness, Financial Planning, Resources, Retirement
As we continue along the monthly process of improving our financial health I introduced in last month’s blog (Click here to read), we move toward cleanup, organization and simplification of our financial accounts. Monthly Project Recap: January – Set your...
by the Storen Team | Jan 28, 2020 | Financial Fitness, Financial Planning, Resources, Retirement
Happy New Year from Storen Financial! Many people use the beginning of a new year as an opportunity to make changes in their life. One of the more common New Year’s resolutions is improving one’s financial health by saving more and/or spending less. If this is your...
by the Storen Team | Jan 20, 2020 | Businesses, Resources for Businesses, Retirement
Happy New Year, I am excited about the future and look forward to all that the year can offer. The first quarter is often the time that we all have our personal finances at the top of mind. With new employer benefits taking effect for the year, as well as preparing...
