by the Storen Team | Oct 23, 2025 | Newsletters
Have you read our October Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming Storen...
by the Storen Team | Oct 22, 2025 | Financial Planning, Retirement, Social Security, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor, Kiran Sharma, walks you through the importance of planning for Social Security. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information...
by the Storen Team | Oct 10, 2025 | Financial Planning, Resources, Young Professionals
Create a Budget that Prioritizes Your Goals Whether you started a new job and have a much larger income now or you’re lost in the mix of heavy expenses and have no clue what you’re spending (but you’re pretty sure it’s too much), we’ve all had the rude awakening of...
by the Storen Team | Oct 8, 2025 | Financial Planning, Resources, Retirement, Taxes
The answers to these questions drastically impact your financial plan A strong relationship between client and advisor should be built on transparency and communication. Oftentimes, however, clients find their advisors unable to answer the most basic questions that...
by the Storen Team | Oct 1, 2025 | Meet the Team
Lisa Kellum, MSW, LCSW, MBA Financial Wellness Advisor Lisa Kellum is a dynamic and accomplished Financial Wellness Advisor, joining the Storen Financial team in 2025. In her current role, she focuses on empowering clients to achieve financial stability and wellness...
