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...
