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Case Study: The Cost of Gifting
**The example below is a hypothetical illustration based on composite, real-life situations and does not describe an actual client. Names, amounts, and circumstances have been changed for illustrative purposes. Results will vary based on individual circumstances. A...
Meet the Team – Jennifer Poirier
Jennifer Poirier Financial Assistant Jennifer joined Storen Financial in October of 2026 as a Financial Assistant, bringing a steadfast commitment to operational excellence and client satisfaction. In this role, she delivers comprehensive, high-touch support to both...
October 2026 Newsletter
Have you read our October 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 Storen...