by the Storen Team | Sep 8, 2021 | Education, Events, Medicare
Don’t miss this event! Medicare open enrollment is available October 15th through December 7th. Join us for this virtual event on October 19th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, open...
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...
