by the Storen Team | Jul 28, 2026 | Newsletters
Have you read our July Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming Storen...
by the Storen Team | Jul 23, 2026 | Financial Planning, Resources, Retirement, Taxes
What are Trump Accounts? Established under the One Big Beautiful Bill Act, Trump Accounts are tax-deferred savings accounts designed for children under age 18. As of July 2026, families can officially open accounts and make contributions. The goal is to encourage...
by the Storen Team | Jul 17, 2026 | Events
Learn More: Aim to Maximize Your Social Security Benefits Join us on Tuesday, August 18, for this complimentary event, where Financial Advisors Kiran Sharma, Ronnie Jackson, and Alex Kiritschenko will provide an overview of the basics of Social Security. This...
by the Storen Team | Jul 14, 2026 | Events
Connect, Compete, and Collaborate: Adult Field Day In tandem with the Zionsville Chamber of Commerce, we’re hosting an “Adult Field Day” for young professionals looking to build connections and meet like-minded peers. Join us on Tuesday, August 18, to...
by the Storen Team | Jul 7, 2026 | Team News
Over 8,000 pounds of paper securely destroyed! Recently, we hosted a Shred Day in partnership with the City of Zionsville! Clients and people from the Zionsville community came together to safely dispose of documents and protect their identities. During the event,...
by the Storen Team | Jul 1, 2026 | Careers with Storen
To apply: Please email your resume to Storen@storenfinancial.com. Senior Tax Advisor GENERAL DESCRIPTION: Join a collaborative, client-focused team, where tax expertise goes beyond compliance and becomes a strategic advantage for our clients! Storen Financial...
by the Storen Team | Jul 1, 2026 | Careers with Storen
To apply: Please email your resume to Storen@storenfinancial.com. Tax Accountant GENERAL DESCRIPTION: Join a collaborative, client-focused team, where tax expertise goes beyond compliance and becomes a strategic advantage for our clients! Storen Financial is a...
by the Storen Team | Jun 25, 2026 | Meet the Team
Nicole McCoskey Financial Wellness Specialist Nicole (Nicky) McCoskey joined the Financial Wellness team at Storen Financial in June 2026. In her role, she helps clients navigate the day-to-day responsibilities of managing their finances by overseeing bill pay,...
by the Storen Team | Jun 24, 2026 | Financial Planning, Retirement, Team News
Disclosure: The AdvisorHub Advisors to watch ranking is produced by AdvisorHub and is based on historical data evaluated from January 1, 2025, to December 31, 2025. Neither Storen Financial nor Ronnie Jackson paid any direct or indirect compensation, including entry...
by the Storen Team | Jun 24, 2026 | Businesses, Resources, Resources for Businesses, Taxes
Why is a business tax consultation important? A business tax consultation can be a game-changer for any business owner. Gaining a firm understanding of tax strategies, entity selection, projections, estimated payments, and allowed deductions can be highly...
