by the Storen Team | Oct 5, 2021 | Team News, Videos
VIDEO: Click here to watch on YouTube. We’re making progress on our new space! Construction has begun! The progress of our Zionsville office expansion project is coming along. Watch this video for a quick tour of our space. The goal of this new addition to our...
by the Storen Team | Oct 3, 2021 | Education, Financial Planning, Resources, Retirement
Takeaway from the Morningstar Investment Conference While at the Morningstar Investment Conference in Chicago recently, I attended a session that discussed important aspects of enjoying a successful retirement. The information is based on retirement research done by...
by the Storen Team | Oct 2, 2021 | Medicare, Resources
Medicare open enrollment is available October 15th through December 7th. Our goal is to help individuals coming on to Medicare understand what options they have, as well as help those already on Medicare understand how their benefits work. Below are a few examples of...
by the Storen Team | Sep 21, 2021 | Business Coaching, Businesses, Resources for Businesses
Are you documenting core functions and processes? This is the second of a five part series that discusses the business pillars that lead to a well run and prosperous business. This month we are talking about the operations pillar. This is a pillar based on production...
by the Storen Team | Sep 20, 2021 | Businesses, Resources for Businesses, Retirement
How does the SECURE Act help small businesses? Passed in 2019, the Secure Act includes incentives in the form of tax credits for businesses to start a retirement plan. These credits can apply to a variety of retirement plans including 401(k)’s, SEP IRA’s and Simple...
