by the Storen Team | Oct 1, 2023 | Financial Planning, Retirement, Videos
VIDEO: Click here to watch on YouTube. Financial Assistant, Dani Hussung, discusses the importance of the family binder in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will...
by the Storen Team | Sep 27, 2023 | Meet the Team
Kathryn Miller, CPA Senior Tax Advisor QuickBooks Online Certified ProAdvisor Kathryn joined the Storen Financial team in 2023, bringing with her a solid foundation in accounting and financial management. Hailing from Valparaiso in “The Region,” she earned her...
by the Storen Team | Sep 20, 2023 | Education, Events, Medicare
VIDEO: Click here to watch on YouTube. Open enrollment is available through October 15th!! Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...
by the Storen Team | Sep 13, 2023 | Financial Planning, Resources, Retirement, Videos, Young Professionals
VIDEO: Click here to watch on YouTube. Financial Assistant, Joseph Cavazos, discusses the 401k in this video series for young professionals. Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young...
by the Storen Team | Sep 11, 2023 | Financial Planning, Resources, Young Professionals
An Investing Road Map for Early Career Accumulators Article from Morningstar Because they’re just starting out, early career accumulators—loosely defined as people in their 20s and 30s—don’t typically have much in the way of financial capital (unless they’re...
