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 | 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...
by the Storen Team | Mar 1, 2026 | Meet the Team
Sarah Newton Marketing Specialist Sarah joined Storen Financial in March 2026, bringing a visual mind and a background in Merchandising from Indiana University (Go Hoosiers!). With experience in marketing leadership and freelance brand strategy, she specializes in...
by the Storen Team | Mar 1, 2026 | Meet the Team
Olivia Lashley Communications Specialist Olivia joined the Storen Financial team in March 2026 as a Communications Specialist, where she plays a key role in guiding prospective and new clients through the onboarding process. She manages incoming inquiries across...
by the Storen Team | Mar 1, 2026 | Careers with Storen
To apply: Please email your resume to Storen@storenfinancial.com. Senior Tax Advisor GENERAL DESCRIPTION: Join a collaborative, client-focused team, where tax expertise goes beyond compliance and becomes a strategic advantage for our clients! Storen Financial...
by the Storen Team | Mar 1, 2026 | Careers with Storen
To apply: Please email your resume to Storen@storenfinancial.com. Tax Accountant GENERAL DESCRIPTION: Join a collaborative, client-focused team, where tax expertise goes beyond compliance and becomes a strategic advantage for our clients! Storen Financial is a...
