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...
by the Storen Team | Aug 7, 2024 | Financial Planning, Resources, Retirement, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor, Ronnie Jackson, CFA®, walks you through our financial planning and consultation process. Join us as Financial Advisor, Ronnie Jackson, and other members of our investment team walk you through how our financial...
by the Storen Team | Aug 6, 2024 | Storen Interns, Team News, Updates
Our 2024 summer intern recaps his Storen Financial experience. Each year Storen Financial hosts multiple interns in many different roles within our organization. Kendall joined our team for the summer of 2024. Here’s his story… Kendall Vaughan University...
by the Storen Team | Aug 5, 2024 | Events, Financial Fitness, Financial Planning, Resources, Retirement, Taxes
Learn More: Minimize Risk with Smart Withdrawal Strategies Join us for this complimentary event on September 12th, where Storen Financial’s Investment team will educate on the important decisions you must make when moving from the savings phase to the retirement...
by the Storen Team | Aug 1, 2024 | Financial Planning, Resources, Retirement
Define your financial roadmap with the Storen Financial Advice-Only Program A recent industry survey revealed that most individuals without a written financial plan are hesitant to create one because they feel like they don’t have enough money to need one, don’t have...
by the Storen Team | Aug 1, 2024 | How-to, Resources, Tax FAQs
Client Portal Overview At Storen Financial, we use a secure Client Portal to store all your documents. Find the how-to instructions for accessing and utilizing your portal below… Upload and Download All of Your Client Documentation Initial Client Portal Setup...
by the Storen Team | Jul 29, 2024 | Businesses, QuickBooks, Resources, Resources for Businesses
Business Benefits of Using QBO Receipts Business owners are constantly seeking ways to streamline processes and increase efficiency. One often overlooked area where efficiency gains can be made is in managing receipts. With QuickBooks Online (QBO), business owners...
