by the Storen Team | Oct 26, 2022 | Community, Resources, Team News, Videos
VIDEO: Click here to watch on YouTube. We’re excited to share our new welcome video! We’re excited to share our new welcome video and give you a look inside Storen Financial. Learn more about our team approach and core values. Follow along with the...
by the Storen Team | Oct 11, 2022 | Education, Events, Financial Planning
Are you prepared for an emergency? In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the...
by the Storen Team | Oct 7, 2022 | Businesses, Resources, Resources for Businesses, Taxes
Business Tax Transcripts For those businesses looking to access their online IRS accounts, many have discovered they can’t access their tax information online at all. When asked about this, the FAQ page of the IRS responds, “IRS plans to develop an online account for...
by the Storen Team | Oct 1, 2022 | Meet the Team
Chelsea Brown Tax Operations Director Chelsea joined the Storen Financial team in October 2022 as the Administrative Manager and has quickly made a significant impact, having transitioned into the role of Tax Operations Director. In this vital position, she is...
by the Storen Team | Sep 21, 2022 | Financial Planning, Helpful Links, How-to, Resources
*This blog was updated on 4/19/23. Charles Schwab has announced that the TD Ameritrade transition is planned for Labor Day weekend 2023. In preparation for this transition, it is imperative to ensure that you have access to AdvisorClient.com and have updated your...
by the Storen Team | Sep 20, 2022 | Medicare, Resources, Videos
VIDEO: Click here to watch on YouTube. Open enrollment starts October 15th! 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 addresses...
by the Storen Team | Sep 20, 2022 | Resources, Taxes, Updates
Update: Student Loan Debt Relief is currently blocked Article from studentaid.gov “Courts have issued orders blocking our student debt relief program. As a result, at this time, we are not accepting applications. We are seeking to overturn those orders. If you’ve...
by the Storen Team | Sep 15, 2022 | Medicare, Resources
Article from Forbes.com Choosing the right healthcare plan is increasingly important as you get older. This is how I explain the process to clients so they can get the coverage they need. It’s July, so like me, you’re probably focused on summer plans right now—booking...
by the Storen Team | Sep 13, 2022 | Resources, Taxes
Reconciliation bill includes nearly $80 billion for IRS including enforcement, AUDITS: What that means for taxpayers Article from CNBC.com Senate Democrats on Sunday passed their climate, health and tax package, including nearly $80 billion in funding for the IRS....
by the Storen Team | Sep 7, 2022 | Businesses, QuickBooks, Resources, Resources for Businesses
QuickBooks Desktop has moved to a subscription-based platform Are you aware of the recent changes to QuickBooks Desktop? QuickBooks Desktop has recently moved from a one-time purchase option to a subscription-based platform, with monthly or yearly payment...
