by the Storen Team | Apr 7, 2023 | Financial Planning, Resources, Retirement, Taxes
Strategizing a Tax-efficient Wealth Transfer Plan When discussing legacy planning and wealth transfer, it is important to consider the financial implications that will come to those who receive your generosity. Considering the most tax-efficient methods should be at...
by the Storen Team | Apr 5, 2023 | Financial Planning, Resources, Retirement
Maximize this Timely Investment Strategy No one wants to hear the word “loss” when discussing their investment portfolio, but when it comes to tax loss harvesting, investors might be pleasantly surprised. This timely strategy is one advisors often use to offset those...
by the Storen Team | Apr 4, 2023 | Storen Interns, Team News, Updates
Our 2023 spring intern recaps his Storen Financial experience. Each year Storen Financial hosts multiple interns in many different roles within our organization. Gavin joined our team for the spring of 2023. Here’s his story… Gavin Tribble Butler...
by the Storen Team | Apr 3, 2023 | Data Security, Resources, Videos
VIDEO: Click here to watch on YouTube. Technology Director, Amy White discusses pen testing 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 financial...
by the Storen Team | Mar 14, 2023 | Resources, Taxes
Tax Time Guide: Things to consider when filing a 2022 tax return “Unlike 2020 and 2021, there were no new stimulus payments for 2022, so taxpayers should not expect to get an additional payment in their 2023 tax refund… Some tax credits return to 2019...
by the Storen Team | Mar 9, 2023 | Data Security, Resources
Are you using a password manager app to prevent identity theft or fraud? If you are put off by the hassle of trying to remember your passwords for every single account, you might be tempted to use a short, memorable password instead. At Storen Financial, we know that...
by the Storen Team | Mar 7, 2023 | Medicare, Resources, Videos
VIDEO: Click here to watch on YouTube. General enrollment is available through March 31st! Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...
by the Storen Team | Mar 5, 2023 | Businesses, QuickBooks, Resources, Resources for Businesses, Videos
VIDEO: Click here to watch on YouTube. Business Services Director, Erika Lewis, discusses QuickBooks Online in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down...
by the Storen Team | Mar 2, 2023 | Team News
Congratulations to Senior Tax Accountant, Alex Kiritschenko and Tax Accountant, Jack Adair! We’d like to take a moment to congratulate Alex on passing all 3 of the exams for the Enrolled Agent certification and Jack on passing all 4 sections of the Uniform CPA...
by the Storen Team | Feb 6, 2023 | Financial Planning, Resources, Retirement, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor, Brian Biggs discusses rising interest rates 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...
