by the Storen Team | Sep 6, 2022 | Financial Planning, Resources, Retirement, Social Security, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor, Brian Biggs discusses the foundational elements of Social Security in this 3-part video series. In this 3-part video series, one of our Financial Advisors, Brian Biggs, will walk you through the basic elements...
by the Storen Team | Sep 1, 2022 | Meet the Team
Kiran Sharma Partner, Wealth Advisor With over 18 years of experience in the financial industry, Kiran’s objective at Storen Financial is to advise on comprehensive financial planning that integrates investment management, retirement planning, and legacy planning with...
by the Storen Team | Aug 18, 2022 | Resources, Taxes
Long-delayed Indiana tax rebate checks will be larger Article from WFYI.org About 1.7 million tax rebate checks from Indiana’s big state budget surplus that have been delayed for months will be larger when they finally start hitting mailboxes. State lawmakers last...
by the Storen Team | Aug 11, 2022 | Ed Slott, Education, Team News
Ed Slott’s Instant IRA Success Exclusive 2-Day IRA Workshop For Financial Advisors Recently several of our team members attended Ed Slott’s Instant IRA Success Exclusive 2-Day IRA Workshop For Financial Advisors in Nashville, TN. Not only did most of our investment...
by the Storen Team | Aug 10, 2022 | Education, Events, Medicare
Have questions about Medicare? Open enrollment starts October 15th! Join us for this virtual event on September 20th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and addresses...
by the Storen Team | Aug 9, 2022 | Businesses, Resources, Resources for Businesses, Tax FAQs, Taxes
The basics of tax estimates: What, Who, and Why Everyone must pay the federal government taxes as they earn or receive income during the year. In other words, our income tax system is a pay-as-you-go system. If you wait until April 15th of the following year to pay...
by the Storen Team | Aug 4, 2022 | Business 1099, Business Coaching, Businesses, Resources, Resources for Businesses, Taxes
New Reporting Requirements for 1099-K Article from CPA Practice Advisor It used to be that receiving a Form 1099-K was relatively rare. The form, technically known as Form 1099-K Payment Card and Third-Party Network Transactions was used to report payments received...
by the Storen Team | Jul 29, 2022 | Financial Planning, Resources, Retirement, Social Security, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor, Brian Biggs discusses the foundational elements of Social Security in this 3-part video series. In this 3-part video series, one of our Financial Advisors, Brian Biggs, will walk you through the basic elements...
by the Storen Team | Jul 21, 2022 | Financial Planning, Resources, Retirement, Stock Market
Why A Bucket Strategy Makes Sense for Retirees Pioneered by renowned financial planning expert, Harold Evensky, the Now, Soon, Later Approach is an asset allocation strategy that guides our qualified advisors in determining how we invest our clients’ assets. Our...
by the Storen Team | Jul 20, 2022 | Business Coaching, Businesses, Education, QuickBooks, Resources for Businesses
Training programs designed to boost your business! Our clients go into business because they are really good at what they do – not to become accountants. Business owners often find working on their financials time-consuming and frustrating. And frequently, they don’t...
