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 | Helpful Links, How-to, Resources, Tax FAQs, Taxes, Updates
View ALL of your tax info in one place! Have questions about how much tax you paid? How much is your refund? Or how much do you currently owe? What was that notice from the IRS about? Did you receive Stimulus payments and how many or which ones? All this information...
by the Storen Team | Oct 1, 2025 | Business 1099, Business Coaching, Businesses, Resources for Businesses, Taxes
Business owners must issue a 1099 by January 31st If you made a payment during the calendar year as a small business or self-employed (individual), you are most likely required to file an information return to the IRS. Business owners must issue a 1099 for each person...
by the Storen Team | Oct 1, 2025 | Meet the Team
Vicky Hunt Tax Administrator Vicky joined the Storen Financial team in 2009 to provide seasonal support and currently serves as a part-time tax administrator. In this role, she bolsters our internal processes through a range of administrative responsibilities and...
by the Storen Team | Oct 1, 2025 | Meet the Team
Lisa Kellum, MSW, LCSW, CFSW, MBA, CDMM Financial Wellness Director Lisa Kellum is a dynamic and accomplished Financial Wellness Director who joined the Storen Financial team in 2025. In her current role, she focuses on empowering clients to achieve financial...
