by the Storen Team | Oct 3, 2023 | Videos
Quickly find the information you need in our video library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each video. Financial Planning and Investments • Q & A – Family Binders •...
by the Storen Team | Oct 1, 2023 | Financial Planning, Retirement, Videos
VIDEO: Click here to watch on YouTube. Financial Assistant, Dani Hussung, discusses the importance of the family binder in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will...
by the Storen Team | Sep 30, 2023 | Meet the Team
Julie Urban Business Services Assistant Julie joined Storen Financial in September 2023 as a member of the Business Services team. She has completed business office practice, accounting, and QuickBooks courses as well as medical terminology, automotive, and a variety...
by the Storen Team | Sep 27, 2023 | Meet the Team
Kathryn Miller, CPA Senior Tax Accountant Kathryn joined the Storen Financial team in 2023. She works with our tax and business clients to assist with their tax preparation and planning. Originally from Valparaiso, Indiana, Kathryn worked at a local public accounting...
by the Storen Team | Sep 25, 2023 | Resources, Taxes, Videos
VIDEO: Click here to watch on YouTube. Tax Accountant, Daniel Walters, explains tax projections and their importance. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory,...
by the Storen Team | Sep 20, 2023 | Education, Events, Medicare
VIDEO: Click here to watch on YouTube. Open enrollment is available through October 15th!! Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and...
by the Storen Team | Sep 13, 2023 | Financial Planning, Resources, Retirement, Videos
VIDEO: Click here to watch on YouTube. Financial Assistant, Joseph Cavazos, discusses the 401k in this video series for young professionals. Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young...
by the Storen Team | Sep 11, 2023 | Financial Planning, Resources
An Investing Road Map for Early Career Accumulators Article from Morningstar Because they’re just starting out, early career accumulators—loosely defined as people in their 20s and 30s—don’t typically have much in the way of financial capital (unless they’re...
by the Storen Team | Sep 8, 2023 | Resources, Videos
VIDEO: Click here to watch on YouTube. Digital Document Specialist, Nicki Burns, shares the 4 ways to submit documents to Storen Financial. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful...
by the Storen Team | Sep 6, 2023 | Events, Financial Planning, Retirement
Learn more: Asset-based long-term care, an innovative alternative to traditional long-term care insurance. Join us for this complimentary, client-only event on October 3rd, where Storen Financial’s Investment team along with OneAmerica representative, Scott...
