by the Storen Team | Nov 26, 2019 | Resources, Retirement, Updates
We are reaching out to our valued clients to advise them of several retirement plan issues you may or may not be aware of… All Dow/Corteva employees will need to check their 401K contribution amounts All Corteva employees will need to check their 401K...
by the Storen Team | Nov 21, 2019 | Financial Planning, Retirement, Stock Market, Updates
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Some of you may have heard Charles Schwab is bidding to acquire TD Ameritrade for $26 Billion. This deal is not completed and only a bid to purchase. We wanted to reach out to our clients and make...
by the Storen Team | Feb 20, 2019 | Resources, Taxes, Updates
Do not forget to bring your yearly 1099 documents to your 2018 tax appointment! These documents should be coming to you via USPS mail or can often be found online! All TD Ameritrade 1099s were issued on February 6th, 2019 and should also be available on...
by the Storen Team | Oct 10, 2018 | Financial Planning, Updates
At Storen Financial, we want to take advantage of the economic resources and expertise offered by some of the largest financial players in the US and around the world. We participated in calls delivered by JP Morgan Chase, American Funds, Blackrock and LPL Financial....
