3 Strategies for Maximizing Your Inheritance | |
You’ve Inherited Money… Now What? | |
Deciding what to do with an inheritance you’ve received from a loved one who has passed away is an emotional process. Not only that, when you inherit money, no matter the amount, you’ll no doubt have questions about how to responsibly allocate that money. Your options will differ depending on the type of assets you inherit as well as where and how you plan to invest this money. Here are 3 strategies to consider taking after receiving an inheritance… Click here to continue reading this blog | | |
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Blog by Ronnie Jackson, CFA® –
Financial Advisor
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Asset-Based Long-Term Care: A Layer of Protection During Retirement | |
What is Asset-based Long-term Care? | |
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No one wants to be unprepared for an unpredictable lifelong condition. As you get closer to the distribution stage of retirement planning, Asset-based Long-term Care (LTC) insurance may be a great option for you. Asset-based LTC takes a portion of your assets and repositions them without impacting your income. This can provide protection for the potential 20-30 years of retirement when life disruptions from long-term health conditions like Alzheimer’s or dementia can occur. It can also be an effective, tax-free method to pay for the entire length of your care.
Asset-based LTC is an innovative combination of LTC insurance and whole-life insurance. This comes with a multitude of perks that can benefit the policyholder, such as....
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Alex Kiritschenko, EA –
Financial Advisor, Senior Tax Accountant
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The deadline for business tax returns is March 15th. Any business tax returns received or appointments made with us after March 1st will result in an automatic extension of your tax return.
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The deadline for individual tax returns is April 15th. Any individual tax returns received or appointments made with us after April 1st will result in an automatic extension of your tax return.
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If you submit your business or individual tax returns to us after March or April 1st, we will complete your taxes as quickly as possible. However that will likely be after these deadlines. Please contact us as soon as possible! (Click here for info on extensions.)
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More Important News & Resources | |
Our goal is to share valuable and practical information with you through our blogs, resource links, social media posts, and updates. On our blog, you’ll find all the tools, resources, and information you need. Have questions? Give us a call! | | |
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Tax Team 2023 Training Recap | Kim Storen, our Tax Services Manager, recently led a two-day training session for our team of knowledgeable CPA’s, EA’s, MBA’s, Business Accountants, and Administrative Staff Members. The focus included a review of new tax law updates, improved processes, new forms and resources, and common questions that often affect our clients and their businesses. Click here to read this blog. | | |
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Congratulations to This Storen Team Member on His New Certification! | We’d like to take a moment to congratulate Daniel on passing all 3 of the exams for the Enrolled Agent certification. He can now add some very important letters next to his name. We recently celebrated him and his achievements at our office, and we’re so happy to have his knowledge and expertise as a part of our tax services team. Click here to read this blog. | | |
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Should My Business Buy a New Vehicle? | One of the many questions we receive from clients is, “Should my business buy a new vehicle?" The first thing you must consider is if the vehicle will be used primarily for business or personal use. Purchasing a vehicle in your company name can allow your business to deduct some of the general expenses on the cost of ownership, including... Click here to read this blog. | | |
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IU Distinguished Professor of Astronomy Answers Questions About the Total Solar Eclipse | "I find that as a total eclipse occurs, I am just mesmerized by the phase of totality. Being able to see the planets in the sky — all five of the classic naked-eye planets will be in the sky around the sun during the total eclipse phase in 2024. Mercury, Jupiter, Saturn, Venus and Mars will all be up there, although Mercury will be too faint to see." Click here to read this blog. | |
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Have feedback to share with us? Send us a testimonial! We’d love to hear about your experience with Storen Financial. Click here to share.
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Comprehensive Financial Services | |
We are here year-round offering comprehensive tax, accounting, and financial planning services that will help you pursue your financial objectives... | |
Our team is committed to delivering professional financial services with personalized customer attention. Have you met... | | |
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Ronnie Jackson, CFA® –
Financial Advisor
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Ronnie joined Storen Financial in 2024 as a Financial Advisor after working closely with our team as a vendor partner for the past five years. He focuses on helping clients feel confident in moving towards their personal financial goals by leveraging smart investments, safeguarding against unnecessary risks, and creating tax efficiencies in their distribution strategies. Additionally, in 2018, Ronnie completed the globally recognized CFA program, which allows him to identify as a Chartered Financial Analyst. Click here to read more.
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ADDRESS
1120 W Oak St, Suite 200
Zionsville, Indiana 46077
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Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Click here to learn more about Storen Financial. | |
The Ed Slott is not affiliated with Storen Financial and LPL Financial. | |
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Brass Tax Wealth Management, a registered investment advisor. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Greg Storen and Storen Tax & Financial Group Inc., a separate legal entity, are not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.
Brass Tax Wealth Management and Storen Financial are separate entities from LPL Financial. The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.
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