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...
by the Storen Team | Nov 21, 2024 | Newsletters
Have you read our November 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 | Nov 19, 2024 | Businesses, Resources, Resources for Businesses, Videos
VIDEO: Click here to watch on YouTube. Business Accountant, Jessica Gentry, shares her top three tips for business owners’ year-end processes. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful...
by the Storen Team | Nov 13, 2024 | Case Studies, Financial Planning, Resources, Retirement, Taxes
Understanding How Inherited IRA Rules Impact Taxes is Essential to Wealth Management Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have maximized their tax savings. One such situation...
by the Storen Team | Nov 11, 2024 | Ed Slott, Education, Team News
Ed Slott’s Virtual 2-Day IRA Workshop For Financial Advisors It’s incredibly important to our team that we’re always learning and refreshing our understanding of the information needed to safeguard, manage, and grow your accounts. This means we often...
by the Storen Team | Nov 7, 2024 | Data Security, Ed Slott, Resources
Protect your identity and safeguard your wealth from scams Each year, countless people fall victim to cunning scammers looking for any opportunity to steal someone else’s money. In particular, many of these scams target older adults who are especially vulnerable to...
by the Storen Team | Nov 4, 2024 | Businesses, Resources for Businesses
What is a business budget? Running a successful business requires proactive financial management, careful planning, and effective decision-making. At Storen Financial, we know that a key tool in achieving your business goals is the development of a well-structured...
