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...
by the Storen Team | May 12, 2023 | Businesses, Financial Planning, Resources, Resources for Businesses, Retirement
Before choosing a retirement plan, know which option is best for you. Can I afford a retirement account for my employees as a small business owner? Are there multiple options to choose from? The answer to both questions is yes. As the turnover rate grows and...
by the Storen Team | May 8, 2023 | Financial Planning, Resources, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor, Kiran Sharma, discusses Gap Analysis 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 | May 3, 2023 | Team News
We survived tax season! After completing well over 3,000 returns this tax season, our team celebrated everyone’s hard work with a little friendly competition! The whole Storen Financial team came together for a fun evening at Lions Club Clubhouse. We had a blast...
by the Storen Team | Apr 30, 2023 | Financial Planning, Resources, Retirement, Young Professionals
How to be Proactive with Your Finances as a Young Adult For recent college grads, newly married couples, and young professionals alike, it can be difficult to build wealth or even know where to start. Whether it’s learning how to invest, establish good credit, or...
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...
