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...
by the Storen Team | Jan 1, 2024 | Resources, Taxes, Videos
VIDEO: Click here to watch on YouTube. Tax season is around the corner. Here’s what you need to know… We’ve packed this video with all the resources you’ll need for tax season, including critical updates on law and regulation changes, important...
by the Storen Team | Jan 1, 2024 | Financial Planning, Resources, Retirement
This simple process creates an easy, seamless transition. Our team of experienced professionals work with you to develop a comprehensive, long-term financial plan that implements customized tax-saving strategies to fit your unique situation. Our simple step-by-step...
by the Storen Team | Dec 8, 2023 | Resources, Retirement, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor, Kiran Sharma, explains the Roth and its importance. 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 | Dec 4, 2023 | Ed Slott, Financial Planning, Resources, Retirement
Ed Slott’s Elite IRA Advisor Group “2023 Year-End Financial Checklist” It is important for you to take an active role in your retirement planning. Life changes and events happen that require you to update your tax and estate plans. Use the...
by the Storen Team | Nov 27, 2023 | Businesses, QuickBooks, Resources, Resources for Businesses
How profitable is each project completed for your business? Many business owners underestimate the amount of time and money a project will take. The QBO Projects feature goes beyond tracking profitability at the company level and allows you to track revenue, time,...
by the Storen Team | Nov 20, 2023 | Businesses, Resources, Resources for Businesses, Taxes, Videos
VIDEO: Click here to watch on YouTube. Tax Services Manager, Kim Storen, discusses business tax strategy in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with...
