by the Storen Team | Dec 31, 2020 | Blog Content Library
Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each blog. Financial Planning and Investments • Event: Build a Binder Workshop •...
by the Storen Team | Dec 23, 2020 | Business Coaching, Businesses, Resources for Businesses
Bringing businesses a sounding board… For many business owners, each day comes with many operations-related questions, with no answers. The desire for a sounding board and solid game plan is a natural wish for any business owner. I remember when I owned my CPA...
by the Storen Team | Dec 17, 2020 | Businesses, Resources for Businesses
Managing Your Business 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...
by the Storen Team | Dec 8, 2020 | Education, Events
Are you prepared for an emergency? Are you prepared for your loved ones, in the case of emergency or your passing, to deal with your affairs—without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the...
by the Storen Team | Dec 7, 2020 | Resources, Taxes
Virtual tax appointments are both safe and convenient When the pandemic hit, almost everything changed overnight. Social distancing and hand washing were on everyone’s minds as we tried to figure out the “new normal.” With quarantines in place, our lives became...
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,...
