by the Storen Team | Feb 20, 2019 | Resources, Taxes, Updates
Do not forget to bring your yearly 1099 documents to your 2018 tax appointment! These documents should be coming to you via USPS mail or can often be found online! All TD Ameritrade 1099s were issued on February 6th, 2019 and should also be available on...
by the Storen Team | Feb 13, 2019 | Team News
Article from the Zionsville Times Sentinel Owners and representatives of Zionsville businesses filled the ballroom at the Golf Club of Indiana Friday evening for Zionsville Chamber of Commerce’s annual banquet. Storen Financial was recognized as business of the year....
by the Storen Team | Jan 14, 2019 | Events
Due to overwhelming demand we have added two new dates for a conversation with Kim Storen, EA, about recent changes in the tax law! Brownsburg: Monday, January 28th, 2019 6pm – 7pm Brownsburg Town Hall, Eaton Hall 61 N Green St., Brownsburg, IN 46112 Click here...
by the Storen Team | Jan 14, 2019 | Resources, Taxes
Will I pay tax on gifts I provide? Will the recipients of my gift pay tax on the amount? Every year our accountants get questions on gifting and the rules that surround it. Debate no longer; gifting does not create negative current tax year outcomes! Gifts are not...
by the Storen Team | Jan 10, 2019 | Team News
The Storen family has left its mark on central Indiana By Deanna Hindsley, Hendricks County Business Leader Magazine The year I graduated from high school, Pat Storen began his career. I didn’t know Pat then and little did I know that 55 years later I would be writing...
by the Storen Team | Jan 4, 2019 | Resources, Stock Market
Earlier this week First Trust published their Monday Morning Outlook that contained an article from one of my favorite economists, Brian Wesbury. For 2019, Wesbury is predicting a 25% increase in the Dow as well as the S&P 500. These predictions are based on...
by the Storen Team | Jan 4, 2019 | Resources, Retirement, Stock Market
As 2018 came to an end, it was hard not to notice the historic volatility in the stock market. In order to help address the question of what to do in this type of market environment, we would like to share an American Funds Investor Resource which discusses this...
by the Storen Team | Dec 11, 2018 | Events
Do you have questions about the significant tax law changes for 2018 and how they may affect you? Join us for an in-depth conversation with Kim Storen, Owner and EA, Tuesday, January 15th, 2019 6pm – 7pm Eaton Hall of Brownsburg Town Hall 61 N Green St...
by the Storen Team | Oct 28, 2018 | Financial Planning, Resources, Retirement
Article by Greg Storen, CEO and Advisory Services Director, published in The Street: Retirement Daily A client recently walked into my office and placed his existing 401(k) statement on my desk. He looked at me, pointed to the document and asked, “Can I bombproof my...
by the Storen Team | Oct 24, 2018 | Team News
New Building Review Check out our feature in this week’s “Current in Zionsville” about the groundbreaking of our new building! Greg, Kim, and Storen employees celebrated the beginning this new chapter in our businesses history with business partners Zionsville Eye...
