by the Storen Team | Apr 8, 2022 | Storen Interns, Team News, Updates
Our 2022 spring intern recaps her Storen Financial experience Each year Storen Financial hosts multiple interns in many different roles within our organization. Ally joined our team for the spring of 2022. Here’s her story… Alejandra Ruesga Garcia Marian...
by the Storen Team | Apr 7, 2022 | Businesses, Resources for Businesses, Retirement
As the Great Resignation continues to impact companies across the country, employers are working harder than ever to retain talent. While competitive salaries and health insurance benefits are obvious first steps for many businesses looking to retain their people,...
by the Storen Team | Apr 5, 2022 | Ed Slott, Education, Events, Financial Planning, Retirement, Taxes, Team News
Storen Financial in the News… Storen Financial, an established independent investment and accounting firm in the Indianapolis area, is excited to offer the local community the chance to learn from national IRA expert, Ed Slott, in an online virtual event. This...
by the Storen Team | Mar 31, 2022 | Financial Planning, Resources, Retirement
During this time of year, we’re all focused on minimizing your tax liabilities as well as completing your tax return. But did you know that we can take our years of tax expertise and apply that to your retirement plan? Will your RMDs cause you to pay more tax?...
by the Storen Team | Mar 30, 2022 | Community, Ed Slott, Education, Events, Financial Planning, Retirement, Taxes, Videos
VIDEO: Click here to watch on YouTube. This 2022 program will feature a unique look at recent changes in the tax laws and how it will impact your retirement. Last year over 200+ joined us virtually to learn from Ed Slott! With such a great response we’ve decided to...
by the Storen Team | Mar 9, 2022 | Financial Planning, Resources, Retirement
Why roll over? When you roll over a retirement plan, you generally don’t pay tax on it until you withdraw it from the new plan. By completing a trustee-to-trustee transfer to your IRA, you’re saving for your future and your money continues to grow tax-deferred. You...
by the Storen Team | Mar 8, 2022 | Community, Team News
Kim and Greg accepted the award at the Boone County Chamber of Commerce Annual Awards Banquet. Our team celebrated together at “A Night Under The Stars”, an evening sponsored by the Boone County Chamber of Commerce. The special event was hosted at the beautiful...
by the Storen Team | Feb 22, 2022 | Medicare, Resources, Videos
VIDEO: Click here to watch on YouTube. General enrollment is available through March 31st. Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, general enrollment...
by the Storen Team | Feb 9, 2022 | Financial Planning, Resources, Retirement, Stock Market
A long-term perspective helps us deal with these dramatic short-term declines. We wanted to briefly address the current market volatility and put today’s markets in perspective. Let’s begin by taking a quick look at 2021 year ending numbers. The Dow Jones ended...
by the Storen Team | Feb 8, 2022 | Businesses, QuickBooks, Resources for Businesses
How-to reconcile credit card processor service fees One of the most common struggles plaguing business owners and bookkeepers alike is reconciling deposits when the credit card processor deducts the service fee from each transaction. This causes the deposit amount and...
