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...
by the Storen Team | Feb 2, 2023 | Ed Slott, Financial Planning, Resources, Retirement, Videos
VIDEO: Click here to watch on YouTube. Audio from Greg Storen Greg Storen, President and Advisory Services Director, sits down to discuss how the Storen Financial financial planning process and philosophy impact our clients’ investment portfolios. Our goal is to...
by the Storen Team | Feb 1, 2023 | Businesses, Resources, Resources for Businesses, Taxes
Diving Deeper into Complex Tax Law Changes Last month, the Storen Financial tax team completed a two-day training session led by Tax Services Manager, Kim Storen. Over the course of this training, we focused on collaboration of processes, new tax law updates, forms...
by the Storen Team | Jan 31, 2023 | Medicare, Resources
Article from Forbes.com The Medicare Open Enrollment Period is in full swing. From October 15 through December 7 every year, Medicare beneficiaries have the chance to review their drug and Medicare Advantage plans. During this time, they can also add or drop Part D...
by the Storen Team | Jan 6, 2023 | Ed Slott, Financial Planning, Resources, Resources for Businesses, Retirement
Article from Ed Slott and Company, LLC – Sarah Brenner, JD, Director of Retirement Education This holiday season Congress has given us SECURE 2.0. With no time to spare to avoid a government shutdown, they passed the $1.7 trillion Consolidated Appropriations Act...
by the Storen Team | Jan 2, 2023 | Education, Events, Medicare
Have questions about Medicare? General enrollment is available through March 31st. *Our virtual event featuring Medicare information and general enrollment has been rescheduled to March 7th. Join us for this virtual event on March 7th, where Ruth Hoffman, Storen...
