by the Storen Team | Aug 6, 2020 | Financial Fitness, Financial Planning, Resources
As you relax during the dog days of summer, it’s a great time to grab a notebook and take stock of your insurance coverages, memberships and subscriptions. Monthly Project Recap: January – Set your intentions (goals, budgets, contributions) February –...
by the Storen Team | Aug 1, 2020 | Updates
*Last updated 11/5/20. Check back for future updates as needed. We have the following policy in place, surrounding Covid-19, for the safety and health of our clients and associates. Do NOT Visit If… If you have any of the following, please do not attend a Storen...
by the Storen Team | Jul 30, 2020 | Resources for Businesses, Team News
At Storen Financial, we offer a variety of services to help your business become more streamlined and easier to manage. Working with our team of experienced professionals, we can provide financial guidance and offer you support throughout the year. Kim Storen, EA...
by the Storen Team | Jul 16, 2020 | Resources, Resources for Businesses
New information is an overwhelming constant, so we have rounded up the following important summary of resources. This collection of articles brings together a recap of recent news and information. We hope you find these updates helpful! QuickBooks Enterprise...
by the Storen Team | Jul 14, 2020 | Community, Events, Team News
Please join the Storen Financial team in a food drive collection for our area communities, to benefit those who are food insecure. The donated food items collected will be delivered to The Caring Center in Boone County. The Caring Center, located in Lebanon, Indiana,...
by the Storen Team | Jul 8, 2020 | Resources, Taxes
This Thing Called Life As each new life event unfolds, we can expect our tax situation to change. Let’s take a look at a few milestones and address the impact they’ll have on your wallet. We’ll highlight the changes brought about with the passage of new legislation....
by the Storen Team | Jul 7, 2020 | Businesses, Community, Taxes, Updates
We are so grateful for the many referrals we receive from satisfied clients, as it is the highest form of a compliment and trust in what we do to serve you. A huge thank you goes out to client and Top Referrer for the 2019 tax season, Lisa Kellum. Lisa shared her...
by the Storen Team | Jul 6, 2020 | Financial Fitness, Financial Planning, Resources
As we dive headlong into summer — and to vacations and family outings — there may be a tendency to spend more money than perhaps you’ve budgeted for. This month, we look at your financial health and mindful spending. Monthly Project Recap: January – Set your...
by the Storen Team | Jun 29, 2020 | Resources, Retirement
Hot off the press from IRA expert, Ed Slott’s office: IRS released IRS Notice 2020-51 which extended the deadline to August 31, 2020 to return any unwanted 2020 RMDs. Unprecedented Relief! ALL unwanted RMDs taken in 2020 can now be returned – rolled over – back to an...
by the Storen Team | Jun 23, 2020 | Businesses, Community, Education, Events
Are you a business owner? Curious about ways to save money and build for retirement? You can save for retirement while helping your employees to do so too! You are invited to a 15 minute virtual call with Financial Advisor, Alex Kiritschenko, to learn about the...
