by the Storen Team | Nov 18, 2021 | Resources, Taxes, Videos
VIDEO: Click here to watch on YouTube. Video: short snippet showcasing the child tax credit Kim graced the ladies of ZWIN (Zionsville Women In Network) with her love of “talking taxes”, an annual hit with this networking group. Kim always brings a wealth of...
by the Storen Team | Nov 7, 2021 | Financial Planning, Resources, Retirement
Here is a list of items to keep in mind as the year winds down It may seem early for year-end 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 have...
by the Storen Team | Oct 19, 2021 | Medicare, Resources, Videos
VIDEO: Click here to watch on YouTube. Medicare open enrollment is available October 15th through December 7th. Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, open...
by the Storen Team | Oct 3, 2021 | Education, Financial Planning, Resources, Retirement
Takeaway from the Morningstar Investment Conference While at the Morningstar Investment Conference in Chicago recently, I attended a session that discussed important aspects of enjoying a successful retirement. The information is based on retirement research done by...
by the Storen Team | Oct 2, 2021 | Medicare, Resources
Medicare open enrollment is available October 15th through December 7th. Our goal is to help individuals coming on to Medicare understand what options they have, as well as help those already on Medicare understand how their benefits work. Below are a few examples of...
by the Storen Team | Sep 1, 2021 | Financial Planning, Resources, Retirement
Being fully engaged helps pursue financial objectives. We find that clients who are most successful at reaching their financial goals are fully engaged in their financial plan and attend an annual review with their Storen Financial advisor. During your review, we will...
