by the Storen Team | Mar 5, 2025 | Events, Financial Planning, Resources
Webinar: Build a Financial Future with Financial Planning Geared Toward You Join us for this complimentary virtual event on April 22nd where Storen Financial’s Investment Team will discuss financial planning for Millennials. As part of our Young Professionals Program,...
by the Storen Team | Mar 1, 2025 | Business 1099, Businesses, Resources, Resources for Businesses
New Reporting Requirements for 1099-K If you are a business owner that accepts third-party transactions, someone using an online marketplace, or someone who frequently receives money on a payment app such as Venmo or Paypal, there are new reporting thresholds. If you...
by the Storen Team | Feb 27, 2025 | Newsletters
Have you read our February 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 | Feb 17, 2025 | Meet the Team
Meggan Kane Business Advisory Specialist QuickBooks Online Advanced Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Meggan joined Storen Financial in February 2025 as an integral part of our Business Services team. She has a passion for...
by the Storen Team | Feb 5, 2025 | Financial Planning, Resources, Retirement
Find an advisor that keeps your financial well-being in mind. Choosing a financial advisor is one of the most important decisions you’ll make when planning your future. Such an important task can be a daunting experience. Where do you start and what questions do...
by the Storen Team | Feb 3, 2025 | Businesses, Events, Financial Planning, Resources, Retirement, Taxes, Young Professionals
Do you have the tools you need for financial success this year? This year, we’re providing a variety of educational events to our clients and surrounding community members in order to help you along your financial journey. When you prioritize financial...
by the Storen Team | Feb 1, 2025 | Businesses, Resources for Businesses
Make Tax-smart Withdrawals From Your Business With This Series Article from TheTaxBook Welcome back the third of our 4-part series, where we continue the discussion of how business owners can withdraw money from a business and the tax impact. Previously, we reviewed...
by the Storen Team | Feb 1, 2025 | Businesses, Resources for Businesses
Make Tax-smart Withdrawals From Your Business With This Series Article from TheTaxBook Welcome to the first of our 4-part series, where we discuss how business owners can withdraw money from a business with limited tax impact. In this month’s blog, we discuss some...
by the Storen Team | Feb 1, 2025 | Education, Financial Planning, Resources
Set yourself up for success by tracking spending Have you ever wondered, “Where does my money go? How do I prioritize debt payoff and investing? How do I save for a house or car, much less retirement?” Perhaps you have accrued money over the years and are just now...
by the Storen Team | Feb 1, 2025 | Businesses, Resources for Businesses
Make Tax-smart Withdrawals From Your Business With This Series Article from TheTaxBook Welcome back to the second of our 4-part series, where we continue the discussion of how business owners can withdraw money from a business with limited tax impact. In this month’s...
