by the Storen Team | Jun 25, 2024 | Newsletters
Have you read our June 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 | Jun 11, 2024 | Case Studies, Financial Planning, Resources, Taxes
The Margin Loan – A Tax Strategy You May Have Missed Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have maximized their tax savings. One such situation recently occurred for a client who...
by the Storen Team | Jun 10, 2024 | Team News
A Day Filled with Learning, Fun, and New Adventures The entire Storen Financial team gathered for a day of training and education led by our Investment, Tax, Business Services, Admin, HR, Technology, and Communications team leaders. As always, this meeting was a...
by the Storen Team | Jun 6, 2024 | Team News, Updates
Great Turnout for Storen Financial’s Shred Day! Our Shred Day here at Storen Financial was well attended. Cars were lined up at 9 am, and traffic flow continued until 11 am. We hosted a multitude of families as they shredded their documents, with an impressive total...
by the Storen Team | Jun 5, 2024 | Businesses, QuickBooks, Resources, Resources for Businesses
Are you accurately tracking your income and expenses? Many users do not take full advantage of the countless features QuickBooks Online offers to help businesses track their income and expenses. Starting the new month, quarter, or year with fresh features at your...
