by the Storen Team | Oct 26, 2023 | Team News
Establishing the foundation for growth with learning, fun, and Jenga It’s that time of year again! The entire Storen Financial team gathered for a half-day of training and education led by our Investment, Tax, Business Services, Admin, HR, Technology, and...
by the Storen Team | Oct 23, 2023 | Resources for Businesses, Taxes
Pay Attention to These Tax Regulation Changes: As a busy year comes to a close, we look forward to 2024. This also means considering many of the tax law changes and updates that occurred in 2023, which may affect you next year while completing your 2023 tax return....
by the Storen Team | Oct 9, 2023 | Financial Planning, Resources, Retirement
What steps should you take in each phase of retirement? It’s a well-known fact that retirement takes meticulous planning and preparation, but we have suggestions on how to get started. Developing a long-term and tax-smart strategy throughout the three phases of...
by the Storen Team | Oct 6, 2023 | Team News
Press Release from Mayor-Elect John Stehr Zionsville Mayor-elect John Stehr has announced his transition team, which features a dynamic and experienced group of business, government, and nonprofit leaders. The team will focus on key priorities of public safety,...
by the Storen Team | Oct 5, 2023 | Financial Planning, Resources
Read what Kelley C. Long, CPA/PFS has to say about utilizing the unspent funds in 529 accounts in this article. Article from Journal of Accountancy To alleviate some of the challenges that arise when funds are left unspent in qualified tuition plans, typically called...
