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...
by the Storen Team | Jun 18, 2020 | Resources, Resources for Businesses
As we are inundated with messages and information in relation to federal and state law updates and ways to adapt to our changing environment, we are offering a summary of resources for our clients. This collection of articles brings together a recap of information...
by the Storen Team | Jun 11, 2020 | Financial Fitness, Financial Planning, Resources
As we move into the summer months and the more relaxed pace it brings, it’s a great time to pause and do a mid-year financial check-up. Monthly Project Recap: January – Set your intentions (goals, budgets, contributions) February – Prepare for tax time...
