by the Storen Team | Oct 3, 2024 | Businesses, Resources, Resources for Businesses, Taxes
Questions about rental income and expenses? We’ll make it simple. Do you own an apartment building, duplex, or house that you rent out? Are you considering joining the rising trend of homeowners who rent out their second home, vacation home, or other properties they...
by the Storen Team | Oct 1, 2024 | Education, Events, Medicare
Have questions about Medicare? Open enrollment started October 15th! Join us for this complimentary event on November 12th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process and enrollment guidelines as well as...
by the Storen Team | Sep 24, 2024 | Newsletters
Have you read our September 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...
by the Storen Team | Sep 12, 2024 | Case Studies, Medicare, Retirement, Social Security, Taxes
Opportunity to Lower IRMAA Fees When There is a Life Changing Event Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have maximized their savings. One such situation recently occurred for a...
by the Storen Team | Sep 9, 2024 | Team News
What is the Business Continuity Plan (BCP)? A Business Continuity Plan, or BCP, is a formal plan of prevention and recovery for emergencies and potential threats to an organization. This plan ensures that there are step-by-step procedures in place that our team can...
