by the Storen Team | Sep 1, 2021 | Team News
*See Frequently Asked Questions Below! The Zionsville Office Expansion Project In order to improve your client experience, enhance employee growth and collaboration opportunities, streamline processes and increase efficiencies, we will be expanding our current...
by the Storen Team | Sep 1, 2021 | Financial Planning, Resources, Retirement
Being fully engaged helps pursue financial objectives. We find that clients who are most successful at reaching their financial goals are fully engaged in their financial plan and attend an annual review with their Storen Financial advisor. During your review, we will...
by the Storen Team | Sep 1, 2021 | Team News
Official Press Release from NATP Doug Johnson of Storen Financial celebrates 10 years of professional affiliation with the National Association of Tax Professionals (NATP), a professional association comprised of over 22,000 leading tax professionals who uphold a...
by the Storen Team | Sep 1, 2021 | Resources, Taxes
*This blog was originally published on 2/22/19 and was updated 9/1/21. Reminder: proof of dependency is mandatory! Beginning with Tax Year 2018, taxpayers are required to bring proof of residency and relationship when claiming dependents on their tax return in order...
by the Storen Team | Aug 18, 2021 | Businesses, Resources for Businesses
Marketing isn’t about being the most clever, it’s about being the most consistent. Did you know “50% of small businesses fail within 5 years”? As small business owners, it’s important to maximize your marketing dollars in order to run a...
