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 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 | 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...
by the Storen Team | Aug 23, 2024 | Business 1099, Businesses, Resources, Resources for Businesses, Videos
VIDEO: Click here to watch on YouTube. Business Accountant, Penny Snyder, shares who needs to file a 1099. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory, business,...
by the Storen Team | Aug 8, 2024 | Case Studies, Financial Planning, Resources, Retirement
Misinformation About QCDs Significantly Impacted Tax Situation Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have significantly impacted their tax situation. One such example involved a...
by the Storen Team | Aug 7, 2024 | Financial Planning, Resources, Retirement, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor, Ronnie Jackson, CFA®, walks you through our financial planning and consultation process. Join us as Financial Advisor, Ronnie Jackson, and other members of our investment team walk you through how our financial...
