by the Storen Team | Oct 4, 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 | Oct 2, 2023 | Education, Events, Financial Planning
Are you prepared for an emergency or death? In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? No family member should be forced to deal...
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 27, 2023 | Meet the Team
Kathryn Miller, CPA Senior Tax Accountant QuickBooks Online Certified ProAdvisor Kathryn joined the Storen Financial team in 2023, bringing with her a solid foundation in accounting and financial management. Hailing from Valparaiso in “The Region,” she earned her...
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, Young Professionals
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, Young Professionals
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...
by the Storen Team | Sep 5, 2023 | Financial Planning, Resources, Resources for Businesses, Retirement, Taxes
What is the financial timeline? Our financial timeline has been designed to give you a step-by-step guide for major life events that inevitably impact your finances. We aim to equip you with the professional advice, tips, and countless other resources needed to...
