by the Storen Team | Apr 25, 2025 | Meet the Team
Kelli Sauser Business Accountant Kelli joined the Business Services team at Storen Financial in April 2025 after an impressive track record of over thirty years leading the accounting functions at various small to mid-sized companies. Her extensive career is marked by...
by the Storen Team | Apr 9, 2025 | Financial Planning, Resources, Retirement, Young Professionals
VIDEO: Click here to watch on YouTube. Financial Advisor, Kiran Sharma, and Financial Assistant, Joseph Cavazos, walk you through our Young Professionals consultation process. Join us as Kiran and Joseph walk you through how easy it is to get started with our Young...
by the Storen Team | Apr 7, 2025 | Businesses, Resources, Resources for Businesses, Taxes
Set Your Family Up for Success with Income Shifting Strategies For business owners, there are a variety of ways to reduce your tax liability, but it’s hard to know which of these strategies best apply to you. One such strategy that our Business Services team...
by the Storen Team | Apr 5, 2025 | Events, Financial Planning, Resources, Retirement, Taxes
Learn more: Three Important Strategies for Tax-Qualified Dollars Join us for this complimentary event on May 22nd, where Storen Financial’s Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect...
by the Storen Team | Apr 3, 2025 | Financial Planning, Resources, Retirement, Social Security
Read about the 2025 Social Security Fairness Act in Bob Jenning’s article. Article from TaxSpeaker Social Security Fairness Act — signed into law January 5, 2025 The Social Security Fairness Act eliminated the Windfall Elimination Provision (WEP) and the...
