by the Storen Team | Jan 1, 2024 | Financial Planning, Resources, Retirement
This simple process creates an easy, seamless transition. Our team of experienced professionals work with you to develop a comprehensive, long-term financial plan that implements customized tax-saving strategies to fit your unique situation. Our simple step-by-step...
by the Storen Team | Dec 8, 2023 | Resources, Retirement, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor, Kiran Sharma, explains the Roth and its importance. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory, business,...
by the Storen Team | Dec 4, 2023 | Ed Slott, Financial Planning, Resources, Retirement
Ed Slott’s Elite IRA Advisor Group “2023 Year-End Financial Checklist” It is important for you to take an active role in your retirement planning. Life changes and events happen that require you to update your tax and estate plans. Use the...
by the Storen Team | Nov 27, 2023 | Businesses, QuickBooks, Resources, Resources for Businesses
How profitable is each project completed for your business? Many business owners underestimate the amount of time and money a project will take. The QBO Projects feature goes beyond tracking profitability at the company level and allows you to track revenue, time,...
by the Storen Team | Nov 20, 2023 | Businesses, Resources, Resources for Businesses, Taxes, Videos
VIDEO: Click here to watch on YouTube. Tax Services Manager, Kim Storen, discusses business tax strategy in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with...
by the Storen Team | Nov 13, 2023 | Businesses, Resources, Resources for Businesses, Videos
VIDEO: Click here to watch on YouTube. Business Services Director, Erika Lewis, discusses clean books in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with...
by the Storen Team | Nov 9, 2023 | Financial Planning, Resources, Young Professionals
Why gift a Financial Consultation to your child or grandchild? Oftentimes the reason recent college grads, newly married couples, and other Young Professionals feel like they are floundering in a sea of financial obstacles is because they don’t have the proper tools...
by the Storen Team | Nov 6, 2023 | Taxes, Team News
Join Millions Flocking to Our State for This Once-in-a-lifetime Event For the first time in 819 years, the total solar eclipse will be visible right from the heart of Indiana. Central Indiana natives have the unique opportunity to witness this phenomenon that occurs...
by the Storen Team | Nov 1, 2023 | Financial Planning, Resources, Retirement
How do you know when it’s time to review your relationship with your current financial advisor? “Some relationships just don’t work out. That unfortunate truth applies to spouses, friends, business associates — and financial advisors.” There...
by the Storen Team | Oct 26, 2023 | Team News
Establishing the foundation for growth with learning, fun, and Jenga It’s that time of year again! The entire Storen Financial team gathered for a half-day of training and education led by our Investment, Tax, Business Services, Admin, HR, Technology, and...
