by the Storen Team | Aug 27, 2024 | Newsletters
Have you read our August 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 | Aug 23, 2024 | Business 1099, Businesses, Resources, Resources for Businesses, Videos
VIDEO: Click here to watch on YouTube. Business Accountant, Penny Snyder, shares who needs to file a 1099. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory, business,...
by the Storen Team | Aug 15, 2024 | Education, Events, Financial Planning
Are you prepared for an emergency or death? In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? No family member should be forced to deal...
by the Storen Team | Aug 12, 2024 | Businesses, Resources for Businesses
Real Estate Agent Checklist For Managing Your Real Estate Business Working with buyers and sellers is an integral part of your business. As a realtor, there are multiple action items that need your attention. This checklist provides you with some important steps to...
by the Storen Team | Aug 8, 2024 | Case Studies, Financial Planning, Resources, Retirement
Misinformation About QCDs Significantly Impacted Tax Situation Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have significantly impacted their tax situation. One such example involved a...
