by the Storen Team | Jul 20, 2022 | Storen Interns, Team News, Updates
Our 2022 summer intern recaps his Storen Financial experience Each year Storen Financial hosts multiple interns in many different roles within our organization. Jeb joined our team for the summer of 2022. Here’s his story… Jeb Garrett Purdue University...
by the Storen Team | Jul 1, 2022 | Ed Slott, Education, Financial Planning, Retirement, Team News
Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws Greg Storen of Storen Financial completed his semiannual training with America’s IRA Experts...
by the Storen Team | Jun 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 | Jun 15, 2022 | Resources, Taxes
An increase in the optional standard mileage rate for the final 6 months of 2022. Article from IRS.gov The Internal Revenue Service today announced an increase in the optional standard mileage rate for the final 6 months of 2022. Taxpayers may use the optional...
by the Storen Team | Jun 14, 2022 | Financial Planning, Resources
If you passed away tomorrow, would your family have the information they need to handle all of your financial affairs and legal needs? If the answer to that question is no, you aren’t alone. In fact, a recent study suggests that nearly half of Americans find it...
by the Storen Team | Jun 13, 2022 | Financial Planning, Resources
It’s important to put some thought into how you want to be remembered… Most Hoosiers look at estate planning as a way to minimize their tax obligations and ensure their finances are in order. The one part of estate planning that is often overlooked is that it...
by the Storen Team | Jun 11, 2022 | Resources, Taxes
BBB Warns of Indiana Department of Workforce Development Texting Scam The Better Business Bureau is alerting residents about a new text message scam in which scammers pose as the Indiana Department of Workforce Development. In the latest scam, a text claiming to be...
by the Storen Team | Jun 1, 2022 | Team News
“Racing through 2022!” The entire Storen Financial team gathered this month for a day filled with training and education as we incorporated the theme, “racing through 2022”. Members of our Investment team, Tax team and Business Services team, along with...
by the Storen Team | Jun 1, 2022 | Meet the Team
Jonelle Mohr Administrative Assistant Jonelle has been a valued member of the Storen Financial family for over nine tax seasons. She is involved in preparing tax documents and returns, assisting clients, and working on special projects throughout the year. Her primary...
by the Storen Team | May 31, 2022 | Meet the Team
Jessica Gentry, MSA Business Tax Accountant QuickBooks Online Advanced Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Jessica first came to Storen Financial in 2010 as key part of the Administrative team, effectively navigating several tax...
