by the Storen Team | Jan 17, 2025 | Data Security, Resources
Are you doing these things to prevent identity theft or fraud? Each year, you’ll want to think about improvements you can make to how you protect your information. You don’t necessarily need to be tech-savvy to do this. Rather, implementing a few practices into your...
by the Storen Team | Jan 15, 2025 | Education, Events, Medicare
Have questions about Medicare? General enrollment is available through March 31st. Join us for this in-person event on February 20th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment...
by the Storen Team | Jan 12, 2025 | Businesses, Resources for Businesses, Taxes
What is the Corporate Transparency Act (CTA)? As of January 1, 2024, the Financial Crimes Enforcement Network (FinCEN) is now accepting U.S. Beneficial Ownership Information (BOIR) through the FinCEN’s secure website, as a result of the recently passed Corporate...
by the Storen Team | Jan 1, 2025 | Meet the Team
William Wentworth Technology Specialist William joined our team in January of 2025 as a Technology Specialist, where he assists in managing the company’s technology stack. This includes overseeing the VoIP phone system, printers, scanners, software installations, and...
by the Storen Team | Jan 1, 2025 | Forms
These forms are intended to be used for a personal finance consultation. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Personal Finance New Client Packet Personal...
by the Storen Team | Jan 1, 2025 | Forms
Effective Date: 01/01/2025 Links: Terms and Conditions National Do Not Call Registry Introduction At Storen Financial, protecting your privacy is our priority. This Privacy Policy explains how we collect, use, and safeguard your information when you opt...
by the Storen Team | Jan 1, 2025 | Forms
Effective Date: 01/01/2025 Introduction By joining our SMS program provided by Storen Financial, you agree to receive recurring text messages (notifications, updates, and reminders) on the number you provide, under these Terms that adhere to TCPA (2025) and...
by the Storen Team | Dec 18, 2024 | Newsletters
Have you read our December 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 | Dec 12, 2024 | Meet the Team
Troy Cookerly, MSA, EA Tax Accountant QuickBooks Online Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Troy graduated in 2005 from Asbury University with a Bachelor’s degree in Theology. Following his graduation, he dedicated several years to...
by the Storen Team | Dec 9, 2024 | Resources, Taxes
Tax season is around the corner. Here’s what you need to know… We’ve packed this blog with all the resources you’ll need for tax season, including critical updates on law and regulation changes, important information about data security, event...
