by the Storen Team | Jan 30, 2024 | Team News
Congratulations to Senior Tax Accountant, Daniel Walters! We’d like to take a moment to congratulate Daniel on passing all 3 of the exams for the Enrolled Agent certification. He can now add some very important letters next to his name. We recently celebrated...
by the Storen Team | Jan 30, 2024 | Resources, Taxes, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor and Senior Tax Accountant, Brian Biggs, explains complex tax situations in this video. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful...
by the Storen Team | Jan 25, 2024 | Education, Events, Medicare
Have questions about Medicare? General enrollment is available through March 31st. Join us for this in-person event on February 22nd, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment...
by the Storen Team | Jan 24, 2024 | Newsletters
Have you read our January 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 | Jan 22, 2024 | Businesses, Resources, Resources for Businesses, Taxes
Factors to Consider When Purchasing a Business Vehicle One of the many questions we receive from clients is, “Should my business buy a new vehicle?” Due to the Section 179 Depreciation Deduction, there are some big tax breaks in depreciation on the purchase of a...
by the Storen Team | Jan 15, 2024 | Team News
What are others saying about Storen Financial? Give Them Our Highest Recommendation My wife and I have been clients of Storen for many years now, and we are so very blessed to have them do our taxes each year. Not only are they extremely good at their...
by the Storen Team | Jan 15, 2024 | Ed Slott, Financial Planning, Resources, Retirement
Read what Sarah Brenner, JD, Director of Retirement Education, has to say in Ed Slott’s The Slott Report: Did you inherit an IRA from someone who is NOT your spouse? This is not uncommon. Maybe you inherited from a sibling or a parent or a friend. If this is your...
by the Storen Team | Jan 8, 2024 | Financial Planning, Resources, Retirement, Taxes
You’ve Inherited Money… Now What? Deciding what to do with an inheritance you’ve received from a loved one who has passed away is an emotional process. Not only that, when you inherit money, no matter the amount, you’ll no doubt have questions about how to...
by the Storen Team | Jan 2, 2024 | Meet the Team
Ronnie Jackson, CFA® Partner, Wealth Advisor Ronnie joined the team in 2024 after having worked closely with the office for many years as a vendor partner. He seized the opportunity to return to his roots as a financial planner and wealth manager. Originally from...
by the Storen Team | Jan 1, 2024 | Team News
We offer our employees a variety of comprehensive benefits to make their experience as a Storen Financial team member a rewarding and worthwhile one. Our goal is to equip you with the tools you need to succeed here. Benefits: • Health, vision, and dental...
