by the Storen Team | Oct 10, 2025 | Financial Planning, Resources, Young Professionals
Create a Budget that Prioritizes Your Goals Whether you started a new job and have a much larger income now or you’re lost in the mix of heavy expenses and have no clue what you’re spending (but you’re pretty sure it’s too much), we’ve all had the rude awakening of...
by the Storen Team | Oct 8, 2025 | Financial Planning, Resources, Retirement, Taxes
The answers to these questions drastically impact your financial plan A strong relationship between client and advisor should be built on transparency and communication. Oftentimes, however, clients find their advisors unable to answer the most basic questions that...
by the Storen Team | Oct 1, 2025 | 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? How much is your refund? Or how much do you currently owe? What was that notice from the IRS about? Did you receive Stimulus payments and how many or which ones? All this information...
by the Storen Team | Oct 1, 2025 | 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 your state tax information. The Indiana Department of Revenue’s (DOR) current...
by the Storen Team | Sep 30, 2025 | Resources, Retirement
Determine Who Will Receive Your Money “Designating beneficiaries on your investment accounts can easily slip to the bottom of your to-do list. But this task shouldn’t be forgotten. It can help protect a sizeable portion of your estate and ensure that your assets go to...
by the Storen Team | Sep 23, 2025 | Events, Medicare, Resources
Have questions about Medicare? Open enrollment started October 15th! Join us for this complimentary event on November 13th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process and enrollment guidelines as well as...
