by the Storen Team | Jan 1, 2025 | Forms
These forms are intended to be used for a personal finance consultation. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Personal Finance New Client Packet Personal...
by the Storen Team | Jan 1, 2025 | Forms
Effective Date: 01/01/2025 Links: Terms and Conditions National Do Not Call Registry Introduction At Storen Financial, protecting your privacy is our priority. This Privacy Policy explains how we collect, use, and safeguard your information when you opt...
by the Storen Team | Jan 1, 2025 | Forms
Effective Date: 01/01/2025 Introduction By joining our SMS program provided by Storen Financial, you agree to receive recurring text messages (notifications, updates, and reminders) on the number you provide, under these Terms that adhere to TCPA (2025) and...
by the Storen Team | Dec 18, 2024 | Newsletters
Have you read our December 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...
by the Storen Team | Dec 12, 2024 | Meet the Team
Troy Cookerly, MSA, EA Tax Accountant QuickBooks Online Certified ProAdvisor Troy graduated in 2005 from Asbury University with a bachelor’s degree in Theology. He spent a handful of years providing religious education to our youth. He then returned to school at...
by the Storen Team | Dec 9, 2024 | Resources, Taxes
Tax season is around the corner. Here’s what you need to know… We’ve packed this blog with all the resources you’ll need for tax season, including critical updates on law and regulation changes, important information about data security, event...
by the Storen Team | Dec 6, 2024 | Data Security, Events
Learn More: Minimize the Risk of Cyber Crime with Cyber Security Awareness Training Join us for this complimentary event on Tuesday, January 21st, where Mark Mosher, IT and Cyber Security Consultant for All Covered, will educate on the prevalence of cybercrime, who is...
by the Storen Team | Dec 4, 2024 | Businesses, Resources, Resources for Businesses
Storen Financial Book Studies Can Help Us Bolster Businesses In a continual effort to expand our expertise, some members of our team recently participated in a book study, where we read and discussed Michael Gerber’s The E-Myth Revisited – Why Most Small Businesses...
by the Storen Team | Dec 2, 2024 | Businesses, Resources, Resources for Businesses, Taxes
What is Business Personal Property Tax (PPT)? In 38 states, including Indiana, the cost of a business’s tangible personal property is taxed by the county where the property is physically located. This is a different tax than the common Income Tax, and it is a...
by the Storen Team | Dec 1, 2024 | 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 and Investments • Case Study: Inherited IRA Mistake...
