by the Storen Team | May 9, 2019 | Education, Retirement
Blog by Greg Storen, MBA – Owner, Storen Financial “An investment in knowledge always pays the best interest.” Benjamin Franklin spoke these words over two hundred years ago and they have never been more true. I have always thirsted for education and personal growth...
by the Storen Team | Apr 11, 2019 | Resources, Retirement
Resource from Ed Slott and Company Life events may have altered your personal or financial situations since the inception of your retirement accounts. It is important to periodically check in with these accounts and ensure your beneficiaries are still accurate and up...
by the Storen Team | Apr 11, 2019 | Resources, Retirement
Resource from Ed Slott and Company 2019 has brought many changes, including an increase in Traditional and Roth IRA contribution limits. Luckily you do not have to keep track of retirement plan rules on your own. IRA guru Ed Slott has created a wealth of resources to...
by the Storen Team | Apr 11, 2019 | Resources, Retirement
How do you tell someone winter is over? You spring it on them! Spring is here and warmer days are ahead. This is a great time of year to do some spring-cleaning, not only of your home, but also of your finances! Take a moment this spring to check into your retirement...
by the Storen Team | Feb 20, 2019 | Financial Planning, Resources, Retirement, Taxes
Article from Ed Slott and Company What does the basic process entail? An income tax refund can be directly deposited to an IRA up to the annual contribution limit. The contribution limit is $5,500 ($6,500 for individuals age 50 or older) for 2017 and 2018. It can also...
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...
