by the Storen Team | Jun 4, 2021 | Team News, Updates
Successfully shredded 3760 pounds of paper! Our first Shred Day in Zionsville was well attended. Cars were lined up at 9am and traffic flow continued until 11am. We were able to host over 50 families to securely shred their documents, with an impressive total of 3760...
by the Storen Team | Jun 3, 2021 | Team News, Updates
Celebrating in style! Our Storen Financial team celebrated the end of tax season, in style. We enjoyed an outstanding evening at Moontown Brewing Company in Whitestown. The food was delicious, and the entertainment kept us on our toes! Team trivia night, led by Ryan...
by the Storen Team | Jun 1, 2021 | Financial Planning, Resources
One of the most common things I hear from clients is that they don’t have enough money or assets to warrant having a will or estate plan. But estate planning isn’t only for “rich people.” In fact, for those with modest wealth, a good estate plan is the best way to...
by the Storen Team | May 25, 2021 | Business Coaching, Businesses, Resources for Businesses
How do you define a business process? Last month’s entry was about building a company instead of a job. For those that have such a desire, one of the integral aspects of building your own company is its ability to function without you there. Let’s talk about what it...
by the Storen Team | May 12, 2021 | Ed Slott, Education, Financial Planning, Resources, Retirement, Stock Market, Taxes, Videos
Over 200+ joined us virtually to learn from Ed Slott! What an amazing turnout and fantastic program! We are grateful to have hosted over 200 clients and non-clients alike, for our virtual educational event, featuring IRA expert, Ed Slott. If you missed it, don’t...
