by the Storen Team | Nov 13, 2022 | Ed Slott, Financial Planning, Resources
Take advantage of beneficial retirement account breaks. As December nears, many of us are hopefully starting to prepare for the upcoming tax season, especially those in the thick of retirement planning. If you’ve been busy with other end-of-the-year festivities, there...
by the Storen Team | Nov 11, 2022 | Financial Fitness, Helpful Links, Resources, Taxes
How sending one quick email becomes a dangerous game In a technology-based world, exchanging information has become normal and often necessary, but many people have found that with this convenience comes the dangers of hacking and identity fraud. For this reason, we...
by the Storen Team | Nov 7, 2022 | Financial Planning, Resources
Have a 529 plan? These recent changes may apply to you. Article from CollegeChoice Indiana taxpayers may receive a state income tax credit equal to 20% of their contributions to a CollegeChoice 529 account, up to $1,000 per year ($500 for married filing separately)...
by the Storen Team | Nov 3, 2022 | Ed Slott, Financial Planning, Resources, Retirement
Read what Guest IRA Expert Natalie Choate, Esq. Wellesley, MA, has to say in Ed Slott’s IRA Advisor: The qualified charitable distribution (QCD) is an understandably-popular tax saving device available to older IRA owners. Created by Section 408(d)(8) of the tax...
by the Storen Team | Oct 31, 2022 | Businesses, Education, Events, QuickBooks, Resources for Businesses
Stop by our office and join a QBO Workshop! Stop by our office during one of the QBO Workshops to get answers to your QBO questions. Members of our Business Services Team of QuickBooks Certified ProAdvisors will be on hand to help work through any questions you...
by the Storen Team | Oct 26, 2022 | Community, Resources, Team News
We’re excited to share our new welcome video! We’re excited to share our new welcome video and give you a look inside Storen Financial. Learn more about our team approach and core values. Follow along with the conversation… Greg Storen: “I’m...
by the Storen Team | Oct 17, 2022 | Financial Planning, Resources, Retirement, Stock Market, Taxes
Your Advisor Can Help with Your Long-term Strategy Between layoffs, falling stock prices and a possible recession brewing, media headlines are scary right now. It may seem tempting to cash out or make quick decisions to protect your financial assets, but remembering...
by the Storen Team | Oct 15, 2022 | Financial Planning, Resources, Retirement
The Storen Balance Sheet serves as your financial blueprint. A builder would never begin construction on a new home without drawing blueprints for every room in the house. In the same way, your Storen Financial advisor relies on the Storen Balance Sheet to serve as...
by the Storen Team | Oct 11, 2022 | Education, Events, Financial Fitness, Financial Planning
Are you prepared for an emergency? In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the...
by the Storen Team | Oct 10, 2022 | Business Coaching, Businesses, Resources, Resources for Businesses, Taxes
Business owners must issue a 1099 by January 31st If you made a payment during the calendar year as a small business or self-employed (individual), you are most likely required to file an information return to the IRS. Business owners must issue a 1099 for each person...
