by the Storen Team | Nov 8, 2019 | Financial Planning, Resources, Retirement, Taxes
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional It’s the time of year when leaves are falling, crisp air and tax planning! That is right, tax planning. We all need to take a few minutes and review our finances for 2019 and part of...
by the Storen Team | Oct 8, 2019 | Financial Planning, Resources, Retirement
Blog by Brian Biggs, CPA – Storen Financial Fall is just beginning and it may seem early for yearend financial planning but don’t procrastinate on planning ideas. Investors need to give themselves and their advisor time to consider if an idea would be helpful and then...
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...
