by the Storen Team | Aug 30, 2023 | Meet the Team
Chandra Swift Administrative Assistant Chandra joined the Storen Financial team in September 2023 and has quickly established herself as an invaluable member of our organization. She is usually the first smile you see when you step into our office, and she looks...
by the Storen Team | Aug 14, 2023 | Resources, Taxes, Videos
VIDEO: Click here to watch on YouTube. Tax Operations Director, Chelsea Brown, discusses her tips for tax appointments. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory,...
by the Storen Team | Aug 7, 2023 | Education, Events, Medicare
Have questions about Medicare? Open enrollment starts October 15th! Join us for this complimentary virtual event on September 19th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...
by the Storen Team | Aug 1, 2023 | Resources, Taxes
Avoid Costly Mistakes on Your Tax Return “Making mistakes can be very costly. In terms of missed deductions or triggering an IRS letter or audit; a tax professional can help eliminate errors and ensure your returns are prepared correctly” (Source). Here are 7 of...
by the Storen Team | Jul 24, 2023 | Financial Planning, Resources, Retirement, Videos
VIDEO: Click here to watch on YouTube. President and Advisory Services Director, Greg Storen, discusses the steps you should take 5 years before retirement in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our...
