by the Storen Team | Aug 30, 2023 | Meet the Team
Chandra Swift Administrative Assistant Chandra joined the Storen Financial team in September 2023 and has quickly established herself as an invaluable member of our organization. She is usually the first smile you see when you step into our office, and she looks...
by the Storen Team | Aug 14, 2023 | Resources, Taxes, Videos
VIDEO: Click here to watch on YouTube. Tax Operations Director, Chelsea Brown, discusses her tips for tax appointments. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory,...
by the Storen Team | Aug 7, 2023 | Education, Events, Medicare
Have questions about Medicare? Open enrollment starts October 15th! Join us for this complimentary virtual event on September 19th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...
by the Storen Team | Aug 1, 2023 | Resources, Taxes
Avoid Costly Mistakes on Your Tax Return “Making mistakes can be very costly. In terms of missed deductions or triggering an IRS letter or audit; a tax professional can help eliminate errors and ensure your returns are prepared correctly” (Source). Here are 7 of...
by the Storen Team | Jul 24, 2023 | Financial Planning, Resources, Retirement, Videos
VIDEO: Click here to watch on YouTube. President and Advisory Services Director, Greg Storen, discusses the steps you should take 5 years before retirement in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our...
by the Storen Team | Jul 10, 2023 | Businesses, Financial Planning, Resources, Resources for Businesses, Taxes
Avoid Penalties with the Help of a Tax Professional A complex tax return includes anything beyond filing a W-2 consisting of a paycheck and interest on your bank account. Any other financial transactions or major life events will generate more tax documents to file,...
by the Storen Team | Jul 7, 2023 | Businesses, QuickBooks, Resources, Resources for Businesses, Videos
VIDEO: Click here to watch on YouTube. Tax Accountant, Jack Adair, discusses the QuickBooks Online Projects feature in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit...
by the Storen Team | Jul 6, 2023 | Ed Slott, Financial Planning, Resources
Read what Sarah Brenner, JD, Director of Retirement Education, has to say in Ed Slott’s The Slott Report: Health Savings Accounts (HSAs) are rapidly growing in both size and in number. These accounts offer deductible contributions and tax-free distributions for...
by the Storen Team | Jun 28, 2023 | Team News
A day of service filled with hard work, fun, and community This year, Storen Financial implemented a new program for our employees called a “Day of Service.” This is a way to extend an extra day for our employees to be out of the office, volunteering in...
by the Storen Team | Jun 21, 2023 | Financial Planning, Helpful Links, Resources
Charles Schwab & Co., Inc. has announced TD Ameritrade transition planned for Labor Day weekend 2023. In 2019, The Charles Schwab Corporation acquired TD Ameritrade and its related businesses. Since that time, TD Ameritrade has been working with Charles Schwab...
