by the Storen Team | Jan 1, 2022 | Data Security, Helpful Links
Here are some resources to keep you updated… Phone scams, email phishing scams, and identity theft continue to grow and become more sophisticated. We are providing information courtesy of the IRS and the Indiana Department of Revenue to assist you. We will also...
by the Storen Team | Dec 31, 2021 | 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 • Important Tasks to Complete When...
by the Storen Team | Dec 7, 2021 | Team News, Videos
VIDEO: Click here to watch on YouTube. Video: office expansion project is almost finished! Exciting times are ahead at the Storen Financial office. Our expansion project is almost complete! Musical chairs will be the game over the next couple of weeks as our...
by the Storen Team | Dec 1, 2021 | Resources, Taxes
The IRS has gone digital. Information from IRS.gov – The Internal Revenue Service launched a new feature that will give taxpayers digital control over who can represent them or view their tax records, a groundbreaking step in the agency’s expansion of...
by the Storen Team | Dec 1, 2021 | Meet the Team
Penny Snyder Senior Business Accountant QuickBooks Online Certified ProAdvisor and QuickBooks Online Payroll Certified ProAdvisor Penny joined the Storen Financial team in December 2021 and has a variety of significant roles in our team. She works in the Business...
by the Storen Team | Dec 1, 2021 | Meet the Team
Nicki Burns Digital Document Specialist Nicki became a vital member of the Storen Financial team in 2021, where she expertly orchestrates our clients’ digital experiences. From meticulously setting up secure portals to organizing uploaded documents with precision and...
by the Storen Team | Dec 1, 2021 | Meet the Team
Joseph Cavazos Investment Advisor Representative After graduating from Ball State University in 2019, Joseph began his career in finance as a service professional, helping retail clients with their investments. After obtaining his SIE, Joseph joined Storen Financial...
by the Storen Team | Nov 18, 2021 | Resources, Taxes, Videos
VIDEO: Click here to watch on YouTube. Video: short snippet showcasing the child tax credit Kim graced the ladies of ZWIN (Zionsville Women In Network) with her love of “talking taxes”, an annual hit with this networking group. Kim always brings a wealth of...
by the Storen Team | Nov 7, 2021 | Financial Planning, Resources, Retirement
Here is a list of items to keep in mind as the year winds down It may seem early for year-end financial planning but don’t procrastinate on planning ideas. Investors need to give themselves and their advisor time to consider if an idea would be helpful and then have...
by the Storen Team | Nov 3, 2021 | Ed Slott, Education, Financial Planning, Retirement
Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Virtual Workshop and Learn About Future Threats to Retirement Accounts Greg Storen of Storen Financial completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by...
