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...
by the Storen Team | Oct 4, 2023 | Resources, Taxes, Videos
VIDEO: Click here to watch on YouTube. Tax Accountant, Daniel Walters, explains tax projections and their importance. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory,...
by the Storen Team | Oct 2, 2023 | Education, Events, Financial Planning
Are you prepared for an emergency or death? In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? No family member should be forced to deal...
