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...
by the Storen Team | Jun 3, 2024 | Businesses, Resources for Businesses
Streamline and Enhance Your Business with Storen Training Programs Why take one of our business training courses? The answer is simple. Save yourself the time of making costly mistakes and reinvest it in more important aspects of your business. When you know how to...
by the Storen Team | Jun 2, 2024 | Ed Slott, Education, Financial Planning, Resources, Retirement, Team News
Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques, and Tax Laws Greg Storen, President and Advisory Services Director of Storen Financial, completed his...
by the Storen Team | Jun 2, 2024 | Videos
Quickly find the information you need in our video library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each video. How-to Videos • 4 Ways to Submit Documents to Storen Financial • Top...
by the Storen Team | Jun 1, 2024 | Events, Financial Planning, Resources, Retirement
Learn more: Three Important Strategies for Tax-Qualified Dollars Join us for this complimentary event on July 25th, where Storen Financial’s Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect...
by the Storen Team | Jun 1, 2024 | Data Security, Financial Planning, Resources, Videos, Young Professionals
VIDEO: Click here to watch on YouTube. Financial Assistant, Joseph Cavazos, discusses data protection in this video series for young professionals. Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young...
by the Storen Team | Jun 1, 2024 | Financial Planning, Resources, Videos, Young Professionals
VIDEO: Click here to watch on YouTube. Financial Assistant, Joseph Cavazos, discusses 529 plans in this video series for young professionals. Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young...
