by the Storen Team | Oct 1, 2024 | Education, Events, Medicare
Have questions about Medicare? Open enrollment started October 15th! Join us for this complimentary event on November 12th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process and enrollment guidelines as well as...
by the Storen Team | Oct 1, 2024 | Careers with Storen
To apply: Please complete our career form application and email your resume to Storen@storenfinancial.com. Only applications received through this form will be considered. Click here to get started. Senior Tax Accountant GENERAL DESCRIPTION: We are looking for...
by the Storen Team | Sep 24, 2024 | Newsletters
Have you read our September Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming...
by the Storen Team | Sep 20, 2024 | Financial Planning, Resources, Retirement
Our Storen Financial Advisory Program’s partnership and service help ensure you stay on a healthy financial path At Storen Financial, we provide investment advisory services that go beyond simply managing portfolios. Our team of experienced professionals work...
by the Storen Team | Sep 12, 2024 | Case Studies, Medicare, Retirement, Social Security, Taxes
Opportunity to Lower IRMAA Fees When There is a Life Changing Event Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have maximized their savings. One such situation recently occurred for a...
by the Storen Team | Sep 9, 2024 | Team News
What is the Business Continuity Plan (BCP)? A Business Continuity Plan, or BCP, is a formal plan of prevention and recovery for emergencies and potential threats to an organization. This plan ensures that there are step-by-step procedures in place that our team can...
by the Storen Team | Sep 5, 2024 | Businesses, Education, Team News
Thomson Reuters Practice Forward Advisory Symposium Elevates our Business Advisory Services This summer, three of our Storen team members travelled to Carlsbad, CA for the Thomson Reuters Practice Forward Advisory Symposium. Kim, Debbi, and Erika spent a week...
by the Storen Team | Sep 3, 2024 | Resources, Taxes
Avoid Unnecessary Tax by Meeting with Your Accountant Before the End of the Year No one wants to pay more in tax than they need to. Reaching out to your accountant periodically – and not just at the very end of the year – empowers you to discuss financial situations...
by the Storen Team | Sep 1, 2024 | Videos
Quickly find the information you need in our video library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each video. How-to Videos • 4 Ways to Submit Documents to Storen Financial • Top...
by the Storen Team | Aug 29, 2024 | Business 1099, Businesses, Resources, Resources for Businesses
We often get the question from business owners, “Do I need to file a 1099?” The answer, simply put, is if you are paying for a service (not a product) to an individual or business, and these payments amount to $600 or more in a calendar year, you are...
