by the Storen Team | Sep 17, 2019 | Community, Events, Medicare
*This blog was updated 9/25: This event is full. Please check back for new events soon! Join us for Ruth Hoffman’s “Medicare 101” presentation. Join us for a presentation titled “Medicare 101” by independent insurance agent Ruth Hoffman....
by the Storen Team | Sep 12, 2019 | Resources, Team News
Accountants Give Tips on What Questions to Ask Potential Advisors, Stolen Identities, and When to Invest – Enlightened Transitions Podcast On this episode of Dillman Law Group’s Enlightened Transitions, Anna sits down with accountants Kim and Greg Storen, of Storen...
by the Storen Team | Sep 11, 2019 | Resources, Retirement, Stock Market
Blog by Brian Biggs, CPA – Storen Financial August reminded us that, in the short term, stock markets can make dramatic and unexpected swings up and down. We like the “ups” but the it’s the ‘”downs” that can scare us. We do not know what the future short term moves in...
by the Storen Team | Aug 21, 2019 | Resources, Taxes
Blog by Tim McGuffin, EA – Staff Accountant Members of the Storen Financial team recently attended the National NATP Conference in Chicago, IL in order to further our tax knowledge and gain insights into the most recent changes in the tax law. The National...
by the Storen Team | Aug 16, 2019 | Community, Events
Storen will be raising $3000 to send Lynn Prust, Doug Johnson, and one of our clients, Greg Lanham over the edge on September 27th in the heart of downtown Indianapolis! These three will be rappelling 17 stories down the Barnes & Thornburg Building. All of the...
by the Storen Team | Aug 6, 2019 | Financial Planning, Resources
With children heading back to school soon, it’s time to get serious about saving money for education after high school (or Indiana K-12 tuition). It’s never too late to start, and Indiana offers a great state tax benefit on contributions into an Indiana529 Direct...
by the Storen Team | Jul 24, 2019 | Resources, Taxes
Blog by Doug Johnson – Staff Accountant, Storen Financial Did you, a friend, or family member just move to Indiana and have questions about your taxes? Here are a few of the most frequently asked questions related to the differences between Indiana and other state’s...
by the Storen Team | Jul 22, 2019 | Community, Events
Our Shred-it Day is coming in August! The Rays paper shredding truck will be at our Brownsburg office on August 24th to instantly shred all your personal documents on site. Our Shred-it event is a secure way to get rid of your documents containing personal information...
by the Storen Team | Jul 11, 2019 | Team News
Blog by Greg Storen, MBA – Owner, Storen Financial Our new building in Zionsville, Indiana is moving along at a rapid pace! We currently have brick on 1/3 of the structure and indoor framing is well underway. As our new office takes shape, we thought we’d answer a few...
by the Storen Team | Jul 8, 2019 | Resources, Retirement
Article from Forbes.com As the Senate looks to pass the SECURE Act (Setting Every Community Up For Retirement Enhancement, H.R. 1994) it may make some changes to Individual Retirement Arrangements (IRAs). Here are main the details of what could change. Bear in mind...
