by the Storen Team | Mar 9, 2023 | Data Security, Resources
Are you using a password manager app to prevent identity theft or fraud? If you are put off by the hassle of trying to remember your passwords for every single account, you might be tempted to use a short, memorable password instead. At Storen Financial, we know that...
by the Storen Team | Mar 7, 2023 | Medicare, Resources, Videos
VIDEO: Click here to watch on YouTube. General enrollment is available through March 31st! Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...
by the Storen Team | Mar 5, 2023 | Businesses, QuickBooks, Resources, Resources for Businesses, Videos
VIDEO: Click here to watch on YouTube. Business Services Director, Erika Lewis, discusses QuickBooks Online in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down...
by the Storen Team | Mar 2, 2023 | Team News
Congratulations to Senior Tax Accountant, Alex Kiritschenko and Tax Accountant, Jack Adair! We’d like to take a moment to congratulate Alex on passing all 3 of the exams for the Enrolled Agent certification and Jack on passing all 4 sections of the Uniform CPA...
by the Storen Team | Mar 1, 2023 | Financial Planning, Resources, Retirement
Before choosing an investment advisor, make sure you understand the fee structure. “Before you agree to work with an investment manager or advisor, make sure you understand the fee structure and what services that fee includes. Some advisors may charge extra for...
