by the Storen Team | Sep 9, 2021 | Team News
Bringing our team together under one roof will allow us to operate as a cohesive unit Storen Financial, an established independent investment and accounting firm in the Indianapolis area, announces Zionsville headquarter expansion and operational reorganization. In...
by the Storen Team | Sep 8, 2021 | Education, Events, Medicare
Don’t miss this event! Medicare open enrollment is available October 15th through December 7th. Join us for this virtual event on October 19th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, open...
by the Storen Team | Sep 1, 2021 | Team News
*See Frequently Asked Questions Below! The Zionsville Office Expansion Project In order to improve your client experience, enhance employee growth and collaboration opportunities, streamline processes and increase efficiencies, we will be expanding our current...
by the Storen Team | Sep 1, 2021 | Financial Planning, Resources, Retirement
Being fully engaged helps pursue financial objectives. We find that clients who are most successful at reaching their financial goals are fully engaged in their financial plan and attend an annual review with their Storen Financial advisor. During your review, we will...
by the Storen Team | Sep 1, 2021 | Team News
Official Press Release from NATP Doug Johnson of Storen Financial celebrates 10 years of professional affiliation with the National Association of Tax Professionals (NATP), a professional association comprised of over 22,000 leading tax professionals who uphold a...
by the Storen Team | Sep 1, 2021 | Resources, Taxes
*This blog was originally published on 2/22/19 and was updated 9/1/21. Reminder: proof of dependency is mandatory! Beginning with Tax Year 2018, taxpayers are required to bring proof of residency and relationship when claiming dependents on their tax return in order...
by the Storen Team | Aug 18, 2021 | Businesses, Resources for Businesses
Marketing isn’t about being the most clever, it’s about being the most consistent. Did you know “50% of small businesses fail within 5 years”? As small business owners, it’s important to maximize your marketing dollars in order to run a...
by the Storen Team | Aug 18, 2021 | Business Coaching, Businesses, Resources for Businesses
Where should you invest your sales and marketing dollars? This is the first blog in a series of five that focuses on the business pillars that lead to a well run and prosperous business. In this blog, we will be discussing your sales and marketing pillar. If you think...
by the Storen Team | Aug 4, 2021 | Storen Interns, Team News, Updates
Our 2021 summer intern recaps his Storen Financial experience Each year Storen Financial hosts multiple interns in many different roles within our organization. Ethan joined our team for the summer of 2021. Here’s his story… Ethan Copner Purdue University...
by the Storen Team | Aug 2, 2021 | Financial Planning, Resources
Q: My son received a scholarship. Can I take out leftover money without a penalty? A: Yes, you can take out some of the unused 529 funds and avoid penalty (unfortunately not tax) because of the scholarship your son received. Since you are the owner of the account, you...
