Storen Financial

10/08/2026

Team member birthday for the month of October! Help us wish Lisa Kellum (Financial Wellness Director) a very Happy Birthday!

10/08/2026

Although much of our work happens around financial planning, business strategy, and tax returns, some of the best team-building happens when we step away from our desks and spend time together.

Read Debbi's blog here: https://storenfinancial.com/stayingonparin-andoutoftheoffice/

Staying on Par In and Out of the Office by the Storen Team | Sep 15, 2026 | Team News Growing Together – In and Out of the Office! At Storen Financial, we believe a strong team is at the heart of a strong client experience. While much of our work happens around financial planning, business strateg...

10/07/2026

Have you read our latest newsletter? Gain access to important information about upcoming events, educational blogs, and more!

Click here to read our newsletter:
https://storenfinancial.com/september-newsletter/

September 2026 Newsletter by the Storen Team | Sep 22, 2026 | Newsletters Have you read our September Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics an...

10/06/2026

EVENT: Join us on Tuesday, October 13th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment guidelines, and address questions you might have about this health insurance option.

Click here for details:
https://storenfinancial.com/event-medicare-masterclass-everything-you-need-to-know-10-13/

Event: Medicare Masterclass: Everything You Need to Know 10/13 by the Storen Team | Sep 8, 2026 | Events Learn about Medicare and more at this educational event! Join us for this in-person event on October 13th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you thr...

10/05/2026

Happy Memory Monday! What a difference 5 years makes. The first photo is from 2021, and the second is our team from last month. It has been incredibly rewarding to watch our internship program grow and see so many talented individuals launch their careers.

Interested in our internship program?
https://storenfinancial.com/careers/

10/02/2026

Congrats to these team members on their Storen Financial Anniversaries! We're so grateful for their hard work!

Anniversaries for the month of September:
Lynn Prust - 14 years
Chelsea Slack - 4 years
Kathryn Miller - 3 years
Jonah Edwards - 1 year
Lisa Kellum - 1 year

10/01/2026

Team member birthday for the month of October! Help us wish Nicki Burns (Digital Document Specialist) a very Happy Birthday!

10/01/2026

REMINDER: Personal Tax Return Deadline is October 15th!

The last day of the year to file 2025 personal tax returns is Thursday, 10/15. For documents received on or after 10/1, an additional expedited fee applies to complete your return by the deadline.

09/30/2026

We are proud to support Zionsville Optimist Club’s 44th annual Hit the Bricks 5K Run & 3K Walk happening this Saturday (October 3rd)! This fundraiser will support many local children's charities throughout Zionsville and Boone County.

Sign up here:

The Hit the Bricks Run/Walk is on Saturday October 3, 2026. It includes the following events: 5K Run/Walk and 3K Walk.

09/30/2026

While a Roth conversion could make sense for one person, it might not be the best way forward for another. To help with the decision, here is a list of situations where a Roth conversion may not be the ideal way forward.

Read the blog here:
https://irahelp.com/part-2-who-should-not-convert-to-a-roth-ira/

Converting a traditional IRA to a Roth IRA (or converting a workplace retirement plan) is optional. It is up to each IRA owner to decide if converting makes sense in their particular situation. Roth conversion is not a universally beneficial transaction, so each scenario must be evaluated individual...