by the Storen Team | Nov 27, 2023 | Businesses, QuickBooks, Resources, Resources for Businesses
How profitable is each project completed for your business? Many business owners underestimate the amount of time and money a project will take. The QBO Projects feature goes beyond tracking profitability at the company level and allows you to track revenue, time,...
by the Storen Team | Nov 20, 2023 | Businesses, Resources, Resources for Businesses, Taxes, Videos
VIDEO: Click here to watch on YouTube. Tax Services Manager, Kim Storen, discusses business tax strategy in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with...
by the Storen Team | Nov 13, 2023 | Businesses, Resources, Resources for Businesses, Videos
VIDEO: Click here to watch on YouTube. Business Services Director, Erika Lewis, discusses clean books in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with...
by the Storen Team | Nov 9, 2023 | Financial Planning, Resources, Young Professionals
Why gift a Financial Consultation to your child or grandchild? Oftentimes the reason recent college grads, newly married couples, and other Young Professionals feel like they are floundering in a sea of financial obstacles is because they don’t have the proper tools...
by the Storen Team | Nov 6, 2023 | Taxes, Team News
Join Millions Flocking to Our State for This Once-in-a-lifetime Event For the first time in 819 years, the total solar eclipse will be visible right from the heart of Indiana. Central Indiana natives have the unique opportunity to witness this phenomenon that occurs...
by the Storen Team | Nov 1, 2023 | Financial Planning, Resources, Retirement
How do you know when it’s time to review your relationship with your current financial advisor? “Some relationships just don’t work out. That unfortunate truth applies to spouses, friends, business associates — and financial advisors.” There...
by the Storen Team | Oct 26, 2023 | Team News
Establishing the foundation for growth with learning, fun, and Jenga It’s that time of year again! The entire Storen Financial team gathered for a half-day of training and education led by our Investment, Tax, Business Services, Admin, HR, Technology, and...
by the Storen Team | Oct 23, 2023 | Resources for Businesses, Taxes
Pay Attention to These Tax Regulation Changes: As a busy year comes to a close, we look forward to 2024. This also means considering many of the tax law changes and updates that occurred in 2023, which may affect you next year while completing your 2023 tax return....
by the Storen Team | Oct 16, 2023 | Financial Planning, Resources, Retirement
Risks of Leaving Money in an Old Retirement Account Ever transition to a new career only to feel like you’re forgetting something important? It’s your money – the savings you’ve accrued in your previous employer’s retirement account that you might not know how to...
by the Storen Team | Oct 11, 2023 | Business Coaching, Businesses, Resources for Businesses
Finalizing Year-End Processes for Your Business As the leaves fall and stores begin playing holiday music, our minds quickly transition to payroll and bookkeeping year-end processes. Okay, so maybe that’s not quite how it goes. Even so, as 2023 comes to a close and we...
