Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each blog.
Financial Planning and Investments
• Important Tasks to Complete When Your Child Turns 18
• Your End of the Year Financial Checklist
• Greg Storen Completes Advanced Virtual Training from America’s IRA Experts at Ed Slott and Company, LLC
• Investing for Retirement is About More than Just Money
• Case Study: The Power of Roth Conversions to Reduce RMDs
• What is a family binder?
• The Importance of an Annual Review
• What should I do with unused 529 funds after a scholarship?
• College Aid Financial Planning
• Top 6 Ways to Utilize Life Insurance Benefits
• Think you don’t need an estate plan or a will? Thing again!
• An Amazing Turnout for the Ed Slott Virtual Event!
• The Roth Conversion Conversation
• A History of the Top 4 U.S. Indices
• Virtual Event: Storen Financial Hosts Ed Slott
• Ed Slott’s New Book Launch Party
• IRA Resolutions to Act on in 2021
Tax Planning and Preparation
• Tax Season Forms
• The Future of Your Taxes
• Tax FAQs
• Tax Season How-to: What to Provide
• Tax Tip: Kim Discusses Child Tax Credit Impact on Taxes
• How to Access Your Client Portal
• How to Create Your INTIME Account
• Tax Credits to Consider When Setting Up a Business Retirement Plan
• Tax Pricing
• Proof of Dependency
• Do payments to an ex-spouse qualify as alimony?
• 2021 Child Tax Credit Explained
• 2020 Tax Deadline Will be Extended
• Important Tax Legislation Changes
• Working from home? Know what’s deductible…
• Tax Time Stress Busters
• Time for 1099 Filing
• Important Stimulus and PPP Loan Information
• Importance of Paying Your Quarterly Estimates and Taxes Due Electronically
• New Guidance for the PPP and Loan Forgiveness Program
• $600 Stimulus Checks are Hitting Bank Accounts Now
• Helpful Links
Business Services
• A Tale of Too Many Hats
• End of the Year Check List for Businesses
• The Team Pillar
• QuickBooks QuickTip – Undeposited Funds
• The Finance Pillar
• The Operations Pillar
• How to Maximize Your Small Business Marketing Budget
• The Sales and Marketing Pillar
• New Business Checklist
• How to remove the bookkeeping burden?
• 5 Pillars to Prosperity
• Business Owners: You Need to Have a Backbone!
• Taking Money Out of a Business – Part 4
• Taking Money Out of a Business – Part 3
• Taking Money Out of a Business – Part 2
• Taking Money Out of a Business – Part 1
• Here is Something to “Process” in Your Mind
• Are you building a company or building yourself a job?
• Hobby or Business?
• Business Entity Pros and Cons
• Running a Business is a Marathon, Not a Sprint
• Infographic: Should you hire an accountant?
• Let’s get Personal, Folks!
• Payroll Processing Setup
• How much is your time worth?
• Payroll Processing Pricing
Medicare Advisory Services
• Video: What You Didn’t Know About Medicare
• What are Medicare Late Enrollment Penalties?
• How Does Your Taxable Income Impact Medicare?
• Video: Medicare Explained Interview with CAREbyChristie
Team News
• Office Expansion Project Construction Update – Final Stretch
• 2021 Team Day Recap
• Office Expansion Project Construction Update
• Storen Financial Featured on Inside Indiana Business
• Storen Financial Announces Headquarter Expansion and Operational Reorganization
• We’re Bringing Our Team Together Under One Roof!
• Story: My Storen Financial Internship Experience
• Great Turnout for Storen Financial’s Shred Day!
• Celebrating the End of Tax Season!
• Shred-it Day is Coming in May!
• Greg and Kim Presented with Zionsville Lions Club Longevity Award
• Happenings from the Storen Financial Tax Retreat
• Our Core Values
• Storen Financial Wins Boone County Chamber Impact Award
Other
• Video: Trucking Industry Insights with Chris Coleman