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...
by the Storen Team | Oct 3, 2021 | Education, Financial Planning, Resources, Retirement
Takeaway from the Morningstar Investment Conference While at the Morningstar Investment Conference in Chicago recently, I attended a session that discussed important aspects of enjoying a successful retirement. The information is based on retirement research done by...
by the Storen Team | Oct 2, 2021 | Medicare, Resources
Medicare open enrollment is available October 15th through December 7th. Our goal is to help individuals coming on to Medicare understand what options they have, as well as help those already on Medicare understand how their benefits work. Below are a few examples of...
by the Storen Team | Sep 21, 2021 | Business Coaching, Businesses, Resources for Businesses
Are you documenting core functions and processes? This is the second of a five part series that discusses the business pillars that lead to a well run and prosperous business. This month we are talking about the operations pillar. This is a pillar based on production...
by the Storen Team | Sep 20, 2021 | Businesses, Resources for Businesses, Retirement
How does the SECURE Act help small businesses? Passed in 2019, the Secure Act includes incentives in the form of tax credits for businesses to start a retirement plan. These credits can apply to a variety of retirement plans including 401(k)’s, SEP IRA’s and Simple...
by the Storen Team | Sep 15, 2021 | Team News
Zionsville Accounting Firm Expanding HQ From Inside Indiana Business – “Zionsville-based Storen Financial has announced plans to expand its Boone County headquarters and grow its workforce. The investment and accounting firm says it will invest more than...
