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...
by the Storen Team | Jun 8, 2023 | Financial Planning, Resources, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor, Kiran Sharma, discusses the distribution phase 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...
by the Storen Team | Jun 6, 2023 | Team News
A day filled with learning, fun, and rock ‘n’ roll The entire Storen Financial team gathered for a half-day of training and education led by our Investment, Tax, Business Services, Admin, HR, Technology, and Communications team leaders. This meeting was a...
by the Storen Team | Jun 2, 2023 | Financial Planning, Resources, Retirement
Life changes rapidly, make sure you’re adjusting your financial plan along the way. “Whether subtle or dramatic, lifestyle changes can impact your finances in various ways from your saving and spending patterns to your income-to-debt ratio, tax exposure, and...
by the Storen Team | Jun 1, 2023 | Businesses, Resources for Businesses
This information is intended to be a resource for our business clients or those seeking additional business services. Each business is unique and we customize each plan to meet your specific needs. Therefore this information is intended to provide a ballpark estimate....
by the Storen Team | May 18, 2023 | Ed Slott, Education, Financial Planning, 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...
