by the Storen Team | Feb 9, 2022 | Financial Planning, Resources, Retirement, Stock Market
A long-term perspective helps us deal with these dramatic short-term declines. We wanted to briefly address the current market volatility and put today’s markets in perspective. Let’s begin by taking a quick look at 2021 year ending numbers. The Dow Jones ended...
by the Storen Team | Feb 8, 2022 | Businesses, QuickBooks, Resources for Businesses
How-to reconcile credit card processor service fees One of the most common struggles plaguing business owners and bookkeepers alike is reconciling deposits when the credit card processor deducts the service fee from each transaction. This causes the deposit amount and...
by the Storen Team | Feb 2, 2022 | Businesses, Resources, Resources for Businesses, Taxes
Diving deeper into complex tax law changes Last month, the Storen Financial tax team completed a three-day training session led by tax team lead Kim Storen. Over the course of this training, we focused on collaboration of processes, new tax law updates, forms and...
by the Storen Team | Feb 1, 2022 | Medicare, Resources
Options for signing up for Medicare Our goal is to help clients understand what options they have when it comes to Medicare, as well as help them understand how their benefits work. Below is information about how to sign up for Medicare… If you already get...
by the Storen Team | Jan 27, 2022 | Ed Slott, Financial Planning, Resources, Retirement
Read what Andy Ives, IRA Analyst, has to say about common Roth conversion misconceptions. Article from Ed Slott and Company, LLC As Roth IRA conversions become more popular, questions and misconceptions abound. In no particular order, here are a dozen Roth IRA...
by the Storen Team | Jan 20, 2022 | Storen Interns, Team News, Updates
Our 2021 fall intern recaps his Storen Financial experience Each year Storen Financial hosts multiple interns in many different roles within our organization. Bryce joined our team for the fall of 2021. Here’s his story… Bryce Miller IUPUI – Biomedical...
by the Storen Team | Jan 14, 2022 | Resources, Taxes
National Taxpayer Advocate delivers Annual Report to Congress; focuses on taxpayer impact of processing and refund delays “National Taxpayer Advocate Erin M. Collins today released her 2021 Annual Report to Congress, calling calendar year 2021 “the most...
by the Storen Team | Jan 11, 2022 | Education, Events, Medicare
Have questions about Medicare? General enrollment is available through March 31st. Join us for this virtual event on February 22nd, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...
by the Storen Team | Jan 5, 2022 | Resources, Taxes
IRS sending information letters to recipients of advance child tax credit payments and third Economic Impact Payments The IRS started issuing information letters to advance child tax credit recipients in December. Recipients of the third round of the Economic Impact...
by the Storen Team | Jan 4, 2022 | Team News
Congratulations to Senior Tax Accountant, Doug Johnson! We’d like to take a moment to congratulate Doug on passing all 3 of the exams for the Enrolled Agent certification! We surprised Doug with confetti and cheers on his big achievement (pictured)! He can now...
