by the Storen Team | Aug 10, 2026 | Financial Planning, Resources, Retirement
Before choosing an investment advisor, make sure you understand the fee structure. Before you agree to work with a financial advisor, ask how they are compensated and what services are covered by their fee. Some advisors may charge additional fees for certain...
by the Storen Team | Aug 4, 2026 | Helpful Links, How-to, Resources, Tax FAQs, Taxes, Updates
View ALL of your tax info in one place! Have questions about how much tax you paid? What was that notice from the IRS about? Did you receive Stimulus payments, and if so, how many or which ones? All this information and so much more is now available on your IRS Online...
by the Storen Team | Aug 4, 2026 | Helpful Links, How-to, Resources, Tax FAQs, Taxes
View your state tax info online In addition to setting up your IRS.gov account in order to access all of your federal tax information, we recommend all clients create an INTIME account for their state tax information. The Indiana Department of Revenue’s (DOR) current...
by the Storen Team | Aug 1, 2026 | How-to, Resources, Tax FAQs
Client Portal Overview At Storen Financial, we use a secure Client Portal to store all your documents. Find the how-to instructions for accessing and utilizing your portal below… Upload and Download All of Your Client Documentation Initial Client Portal Setup...
by the Storen Team | Aug 1, 2026 | Businesses, Resources, Resources for Businesses, Taxes
What is “pass-through entity?” “A [pass-through] entity is a legal business entity that passes any income it makes straight to its owners, shareholders, or investors [such as a Partnership or S Corporation]. As a result, only these individuals—and not the...
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...
