by the Storen Team | Apr 9, 2026 | Financial Planning, Resources, Retirement, Taxes
What are Trump Accounts? Trump Accounts, established under the One Big Beautiful Bill Act, are new savings accounts for children currently under the age of 18 years old. These accounts are scheduled to become available for opening in July 2026. What kinds of...
by the Storen Team | Apr 5, 2026 | Events, Team News
Free Community Shredding Event in Zionsville, IN In partnership with the Town of Zionsville, we’re offering our clients and the surrounding community the opportunity to instantly shred all your personal documents on site during this June 6th event. We are proud...
by the Storen Team | Apr 2, 2026 | Events, Financial Planning, Resources, Retirement, Taxes
Learn More: How do Roth conversions fit into your long-term tax strategy? Join us on Tuesday, May 19 for this complimentary event, where Storen Financial’s Investment team will discuss the potential benefits of Roth IRA conversions, their tax impact and their role in...
by the Storen Team | Apr 1, 2026 | Taxes, Team News
InvestmentNews Article: Tax Day is coming! Advisors offer last minute tips ahead of April 15th April 15th is a calendar page away, so all those Tax Day procrastinators better get cracking. While the time to file may be running out, there are some last-minute tax...
by the Storen Team | Apr 1, 2026 | Blog Content Library
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, Investments, & Personal Finance • Storen...
by the Storen Team | Mar 24, 2026 | Newsletters
Have you read our March Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming Storen...
by the Storen Team | Mar 17, 2026 | Data Security, Events
Learn More: Protecting Your Identity Online – Simple Tips That Matter Join us for this complimentary event on Wednesday, April 22nd where Amy White, Technology Manager, will cover practical, everyday steps you can take to reduce your risk — from creating safer...
by the Storen Team | Mar 5, 2026 | Financial Planning, Resources, Young Professionals
An Emergency Fund Acts as a Financial Buffer We all have unexpected life events arise. Maybe the transmission on that old car finally kicked out, and it’s time for you to get it fixed or buy a new car altogether. Maybe your refrigerator broke down, your roof started...
by the Storen Team | Mar 1, 2026 | Financial Planning, Resources, Retirement
You’re Retiring in 5 Years – Are you ready? About five years beforehand, most people start to see retirement as a reality and begin seriously planning for it. This is the time when every future retiree should meet with their Financial Advisor (if they are not...
by the Storen Team | Mar 1, 2026 | Forms
Please review the disclosures below. Delivery of these disclosures are regulatory requirements. They must be delivered to clients prior to discussing their financial accounts and/or opening accounts under Storen Financial’s book of business. If you have any questions...
