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...
by the Storen Team | Nov 2, 2021 | Business Coaching, Businesses, Resources for Businesses
Are YOU wearing too many hats? A common occurrence we encounter is working with a business owner who has become truly overwhelmed. They go into business because they are really good at something or they offer a great product or service. Before they know it, they are...
by the Storen Team | Nov 1, 2021 | Business Coaching, Businesses, Resources for Businesses
Much of your success hinges on the ability to find the right people for your company In this five-part series, we’ve reviewed the pillars necessary for a successful business. The final pillar focuses on the importance of establishing a strong team. As a business...
by the Storen Team | Oct 27, 2021 | Team News
A day filled with training and education The entire Storen Financial team gathered this month for a day filled with training and education. Members of our Investment team, Tax team and Business Services team, along with our Admin, HR, Technology and Marketing teams...
by the Storen Team | Oct 21, 2021 | Businesses, QuickBooks, Resources for Businesses
*This blog was updated 6/8/22: Undeposited Funds is now called “Payments to Deposit”. How should you use the Undeposited Funds feature in QuickBooks? Often we find that those who are unfamiliar with Quickbooks start out recording all of their checks to...
by the Storen Team | Oct 20, 2021 | Business Coaching, Businesses, Resources for Businesses
Are you reviewing the balance sheet and income statement monthly? This is the fourth installment of a five-part series that discusses the pillars of every successful business. This month’s pillar focuses on the finance function in your business. Just to recap, we have...
by the Storen Team | Oct 19, 2021 | Medicare, Resources, Videos
VIDEO: Click here to watch on YouTube. Medicare open enrollment is available October 15th through December 7th. Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, open...
by the Storen Team | Oct 5, 2021 | Team News, Videos
VIDEO: Click here to watch on YouTube. We’re making progress on our new space! Construction has begun! The progress of our Zionsville office expansion project is coming along. Watch this video for a quick tour of our space. The goal of this new addition to our...
