by the Storen Team | Dec 3, 2020 | Financial Fitness, Financial Planning, Resources
The holiday season can bring a variety of commitments. As the year comes to a close, make a commitment to yourself to think about your retirement preparation. Monthly Project Recap: January – Set your intentions (goals, budgets, contributions) February –...
by the Storen Team | Nov 24, 2020 | Businesses, Resources for Businesses, Taxes
As the leaves fall and stores begin playing holiday music, our minds quickly transition to payroll and bookkeeping year-end processes. Ok, so maybe that’s not quite how it goes. But, we’re here to help you finalize 2020, prepare for the upcoming tax season, and...
by the Storen Team | Nov 20, 2020 | Community, Team News, Updates
Kim was the key note speaker at the ZWIN November monthly meeting Kim Storen, co-owner of Storen Financial, was the key note speaker at ZWIN (Zionsville Women In Network) our November monthly meeting. She shared all about “Fun and Taxes” and says that yes, these two...
by the Storen Team | Nov 18, 2020 | Resources, Taxes
COVID-19 has impacted all of us in one way or another, and charities are no exception. Many of them are really struggling to continue providing their essential services. Giving to a charity before the end of the year will not only help them, but it can also provide...
by the Storen Team | Nov 12, 2020 | Financial Fitness, Financial Planning, Resources
The holiday season is traditionally a time to spend with family. Whether you gather in person or virtually, your grown children would benefit from learning about your financial plan for retirement. Monthly Project Recap: January – Set your intentions (goals,...
by the Storen Team | Nov 10, 2020 | Resources, Taxes
Season’s Greetings! I know it’s early to talk about the holidays, but 2020 has been a rough year and frankly, I’m more ready for the joy of the holidays than ever before. I have already starting watching the Hallmark Channel’s Christmas movie marathons and we even...
by the Storen Team | Oct 26, 2020 | Businesses, Resources, Resources for Businesses, Videos
Kim Storen sits down with Brian Lee to discuss taxes in the Real Estate industry Accounting! What topic could be more fun than taxes? Maybe watching grass grow or paint dry? Well, we have a special guest with us for two episodes. Believe it or not, she brings life and...
by the Storen Team | Oct 20, 2020 | Businesses, Resources for Businesses
Did you know there are many benefits to offering an Employer-Sponsored Retirement Plan to your Employees? Not to overstate the obvious, but so far 2020 has been a rough year and even tougher for small business owners. Now that it is October it is time to plan and...
by the Storen Team | Oct 13, 2020 | Education, Events, Financial Planning
Lisa Kellum, owner of Financial Wellness Advocates LLC will present the benefits of appointing a professional Trustee or Power of Attorney to help manage family business. Appointing a professional Trustee and Power of Attorney may be the best solution for you. Many...
by the Storen Team | Oct 13, 2020 | Education, Events, Medicare
RSVP today! Medicare open enrollment is available October 15th through December 7th. Join us for this virtual event on November 10th, 11am where Ruth Hoffman, Storen’s Medicare Benefits Specialist, walks you through the Medicare process, open enrollment guidelines and...
