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...
by the Storen Team | Aug 2, 2021 | Financial Planning, Resources
Tips for maximizing financial aid for college As your college bound student(s) starts preparing to head off to college, you might be thinking, “How can I make sure they receive the maximum amount of financial aid and have enough to pay for all their...
by the Storen Team | Aug 1, 2021 | Businesses, Resources for Businesses
Planning for a Successful Business Starts at the Beginning When you start your own business, there are multiple action items that need your attention. This checklist provides you with some important steps to take as you navigate through the process. 1. Name your...
by the Storen Team | Aug 1, 2021 | Meet the Team
Erika McCloud Communications & Operations Director Erika joined Storen Financial full-time in 2021 following three years of collaboration as our external marketing consultant. With over two decades of experience in marketing and communications, she now leads the...
by the Storen Team | Jul 20, 2021 | Business Coaching, Businesses, Resources for Businesses
With a strong tall pillar and a short weak pillar, the foundation is uneven In order for a business to prosper, five well-functioning pillars need to be established. These pillars form the foundation of growth for your business. Each pillar requires equal time and...
by the Storen Team | Jul 12, 2021 | Financial Planning, Resources
Why is life insurance important to my family? Why is life insurance important to my family? This is a question I’m often asked by my clients. My response… life insurance is an important piece of your overall financial strategy for multiple reasons. By...
by the Storen Team | Jul 5, 2021 | Resources
Hello to my fellow Americans. I have the honor of presenting Storen Financial’s blog for the month of July. The month that we celebrate our independence from King George. And in keeping with the Spirit of ’76, we are going to talk about independence from a spouse and...
by the Storen Team | Jul 2, 2021 | Medicare, Resources, Videos
VIDEO: Click here to watch on YouTube. Medicare Explained Interview with CAREbyChristie, Eldercare Specialist Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist with over 15 years Medicare experience, sat down with Christie Freeze of CAREbyChristie...
by the Storen Team | Jun 24, 2021 | Resources, Taxes
*Blog updated 6/24/21. If you have dependents on your tax return under the age of 18 – Please read! Monthly prepayments from the IRS of the Child Tax Credit will begin July 15th. In March of 2021, Congress passed the American Plan Rescue Act. This legislation could...
