Banking & Financial Special Issue
OLD-WORLD CHARM THE AGENCY INDY TEAM RENOVATES HISTORIC FARMHOUSE STRUCTURE AT HOLLIDAY FARMS
Shooting for the Moon Moontown Brewing Company Celebrating Six Years With Revamped Menu and Exciting Upcoming Events
MARCH 2024
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Moontown Brewing Company Celebrating Six Years With Revamped Menu and Exciting Upcoming Events
Experience the Rewards of a Life Well-Planned at Hoosier Village
THE MOON
10 TAKE A SWING AT IT D-BAT Zionsville Owners Seek to Elevate Their Customers’ Skills - and Character
12 OLD-WORLD CHARM
MARCH 2024
The Agency Indy Team Renovates Historic Farmhouse Structure at Holliday Farms
16 FOUR SIGNS IT’S
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PUBLISHER BRANDON BALTZ brandon@townepost.com (317) 514-9522 KEY CONTRIBUTORS KRYSTAL DAILEY MICHAELA HOOVER RENEE LARR KRYSTAL DAILEY RENEE LARR STOREN FINANCIAL JULIE YATES
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Online Apps Can Help Kids Save - and Increase Financial Literacy
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SHOOTING FOR THE MOON MOONTOWN BREWING COMPANY CELEBRATING SIX YEARS WITH REVAMPED MENU AND EXCITING UPCOMING EVENTS Writer / Renee Larr Photographer / Michaela Hoover
The team at Moontown Brewing Company is celebrating its six-year journey in the beer industry by serving bold and flavorsome brews, crafting classic cocktails, and preparing exceptional brewpub dishes with locally sourced ingredients.
pretzels. The elevated mainstay offerings include the Spicy Kimchi Chicken sandwich, Dank Burger and Eggplant Parmesan sandwich. Mattingly emphasizes that each menu item has been thoughtfully created to perfectly complement their wide range of beers, creating a distinct and upscale brewpub identity.
In light of the recent economic downturn, Moontown faced rising goods costs. In response, Owner Bobby Mattingly and Chef As March rolls in, Moontown Brewing Ian Tirmenstein collaborated on a new, Company gears up for St. Patrick’s Day by pared-down, chef-driven menu. hosting the renowned Louisiana native Tab Benoit, a legendary Blues guitarist and “We wanted to pivot and make our menu singer. Benoit’s classic style promises to set the tone for a truly unique St. Patrick’s a little smaller but we wanted to focus on Day experience. March Madness basketball high-quality products,” Mattingly says. games will be broadcast throughout the “Since day one we’ve had a wonderful venue, ensuring enthusiasts don’t miss partnership with Fischer Farms in Jasper, Indiana, so we get all of our meat products, a minute of the action. The excitement from eggs to chicken to ground beef to pork. doesn’t end there. On April 8 Moontown will host a once-in-a-lifetime total solar Doing so gives us a superior product.” eclipse viewing party. Indiana finds itself in Mattingly proudly says the revamped menu the path of totality, a rare occurrence that won’t happen for another 129 years. focuses on delectable appetizers such as smoked chicken wings and Bavarian 6 | March 2024 | TownePost.com
Mattingly says Moontown has established itself as a craft brewery, restaurant and event venue nestled with the walls of a historic school building. To commemorate their sixth anniversary, the team will throw a weekend-long anniversary bash beginning May 17. The festivities kick off Friday night with a performance by Hyryder, a prominent Midwest Grateful Dead tribute band. “We love celebrating our anniversary because it’s such an accomplishment,” Mattingly says. “Hyryder draws huge crowds, which is always a good time. We’ll have some beer releases, lots of specials and fun activities that weekend.” With the arrival of May and June, Moontown will embark on the unofficial start of private events and patio season. Mattingly says the local Zionsville and Whitestown cycling groups have made the dog-friendly patio their go-to spot during the spring and summer.
Moontown holds an intriguing history within its walls. Mattingly says 90% of the building is situated in the former Whitestown High School gymnasium, which was built 122 years ago. The restoration project began in 2017, and by 2018 Moontown had opened. Mattingly, a Zionsville native, says he is deeply appreciative to be a part of the area’s rich historical legacy. “When I was growing up, there wasn’t much to the Whitestown area,” Mattingly says. “I never really imagined owning a business 15 minutes from where I grew up. Moontown is a centerpiece of the soon-to-be revitalized downtown area. We’re excited to be a part of the legacy core in Whitestown.” Moontown Brewing Company is located at 345 South Bowers Street in Whitestown. For more information, call 317-769-3880 or visit moontownbeer.com.
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The Eclipse is Coming!
The Eclipse is Coming! Lebanon, IN is located in the path of totality for the 2024 Eclipse. This is exciting news! To celebrate, we are having a party – and everyone is invited! We can’t wait to see YOU on April 8th, 2024 for a truly oncein-a-lifetime experience!
Live Music 5k/10k
Pickleball Tournament
Interactive Mural
Scavenger Hunt And Much More!
8 | March 2024 | TownePost.com
Scan the QR Code to Learn More!
There will be 8 different Watch Party locations placed throughout the city, so you can enjoy enjoy the 2024 Eclipse from anywhere! Let’s all make this year’s eclipse an event that we will never forget!
Scan the QR Code to Learn More!
TownePost.com | March 2024 | 9
TAKE A SWING AT IT D-BAT ZIONSVILLE OWNERS SEEK TO ELEVATE THEIR CUSTOMERS’ SKILLS - AND CHARACTER Writer / Julie Yates Photographer / Krystal Dailey
Open to the public, it offers private and group lessons, coach training, team meeting and practice space, camps and clinics during school vacation days, and birthday parties. The name D-BAT is an acronym for developing beliefs, attitudes and traditions. Celebrating its first anniversary, the team at the Zionsville franchise is co-owned by Samantha Joseph and her husband. The ethics of the business resonated with the couple. D-BAT Zionsville is a premier baseball and softball training facility that does more than develop sport-specific skills. Its mission is to elevate character, as well as improve the performance of athletes participating in Tee Ball up to the collegiate level. 10 | March 2024 | TownePost.com
“We were enamored with it,” Joseph says. “We were looking for something that would make a difference in the community. Our main goal is to provide a quality teaching environment at any level, but to have fun while improving. It’s a culture we built our first year, and a foundation we plan to keep.”
The indoor facility is climate controlled and comfortable, especially for parents. Besides a waiting lounge, there are benches to watch the action. Batting cages for individuals or teams are available for half-hour rentals and include balls. Pitching machines launch balls at controlled speeds for slow pitches, fast throws and curve balls. The building is spacious enough to provide rooms for team meetings, coaches clinics and birthday parties. “Our instructors are highly qualified,” Joseph says. “Each has played in either collegiate, minor or major leagues. One played for the Chicago White Sox. Another was a pitcher for the Cincinnati Reds. Birthday parties last 90 minutes and are full of activities such as instruction from staff, wiffle ball and kick ball. Coaching clinics take place at the beginning of travel and rec-ball season. Information on how to be effective while running practices is shared. Topics include different drills, assessment
and how to motivate players.” D-BAT is open to the public, but families who use the facility have discovered that membership is a great value and includes perks such as free use of pitching machines. Platinum and gold members receive corresponding discount levels at the pro shop and for lessons, camps and clinics. The pro shop is fully stocked with items from Rawlings and Easton, and carries D-BAT wooden training bats. Custom uniforms, gloves and helmets can be ordered. D-BAT’s website lists upcoming events. A beginning pitching clinic will be held March 6 and March 13. All Aspects Spring Break Camp will be held March 26 through March 29, and again on April 1 through April 5. “We don’t run teams that charge fees to be part of,” Joseph says. “We support local teams. We are a Zionsville Little League spring team sponsor, have donated turf to Pike Township and balls to the Midwest Thunder Baseball. Come in with this article, and in celebration of our oneyear anniversary, 45 free swings on the pitching machine will be given to firsttime customers. We love kids and love the sport. We want everyone, even if they have never picked up a bat, to enjoy what we have built for the community.” D-BAT Zionsville is located at 6200 Technology Center Drive, Suite 150. For more info, call 463-274-3228 or go to dbatzionsville.com. Also visit them on Facebook and Instagram.
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OLD-WORLD CHARM
THE AGENCY INDY TEAM RENOVATES HISTORIC FARMHOUSE STRUCTURE AT HOLLIDAY FARMS Writer / Renee Larr Photographer / Krystal Dailey
A historic farmhouse, originally built in 1865, has undergone a remarkable transformation thanks to The Agency Indianapolis, a luxury real estate brokerage.
the Town of Zionsville. Garontakos says brick had to be replaced, the chimney and windows had to be rebuilt, a new roof installed, and new soffits and trim added, returning it to its original glory.
Situated in the picturesque Holliday Farms neighborhood in Zionsville, the 2,500-square-foot property is listed on the Indiana Landmarks historic homes registry. Today it serves as the office for Traci Garontakos, managing partner of The Agency Indianapolis, and her dedicated team.
“The exterior was quite the process, but the interior wasn’t without its challenges either,” Garontakos says. “When the home was built, there was no HVAC system, so there were no vents. So that was added later, and because of that we noticed some sagging in the floor. It was a labor of love, but we’ve always loved this house and wanted it to continue to stay a part of the landscape here.”
“When we acquired the property it was in pretty rough shape,” Garontakos says. “There was also a barn on the property, but unfortunately it wasn’t structurally sound so we couldn’t keep it. There was also an addition built on the house in the ’90s. Once we removed the siding, we realized it was rotted to the sill plates.”
Garontakos says The Agency purchased both the lot that the house stands on, and the adjacent lot, to maintain control over any future construction on the site. The site is now zoned for commercial use, but preserving the old-world charm and honoring the home’s era remained paramount.
The damage to the home was significant and required extensive, painstaking care to meet the standards of many organizations, including “Eventually we will be surrounded by 12 cottage-style homes,” Garontakos says. “We felt like if we purchased both lots and did the planned unit development of Holliday Farms, the developer, and 12 | March 2024 | TownePost.com
one project on the two, we could control what everything looked like. The goal is to eventually have the house and three barn-like structures on the property. Those structures will house boutique shops, mom-and-popstyle restaurants, and office space. There will also be a courtyard for people to sit outside.” As a longtime Zionsville resident, Garontakos adores the area’s small-town atmosphere. As a real estate professional, she recognized the need for additional amenities in the area. Throughout the renovation process, inspiration was drawn from the vibrant downtown village district. “We wanted to mimic the feeling of that area,” Garontakos says. “This was such a passion project for me as a community member. Bringing The Agency here was an opportunity to bring a fresh take on how real estate is bought and sold. We want to provide that luxury experience. Zionsville and Indianapolis are experiencing extreme growth, which is amazing to see.” For more information, visit theagencyre.com/agent/ traci-garontakos.
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MAKE YOUR CHILD’S FUTURE BRIGHTER with COSMO’S KIDS CLUB! Good financial habits start early in life. Teach your children the value of savings with Cosmo’s Kids Club, a program for kids 12 and under. Cosmo’s Kids Club allows parents, grandparents and family members to help save money for a child’s future. • Access to funds by those authorized on the account • No set-up fee • No monthly service fee • No minimum balance required
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FOUR SIGNS IT’S TIME TO CHANGE FINANCIAL ADVISORS 1) LIMITED TAX KNOWLEDGE • Long-term tax planning is key to pursuing your financial goals into retirement, especially during the distribution phase. Having an advisor who understands tax implications and knows the tools and programs available to minimize tax is key. For more on the tax implications of retirement planning, go to storenfinancial. com/understanding-the-tax-implications-of-retirement-planning. • Ultimately, your advisor should also be your tax accountant. If a financial planner is telling you, “Talk to your CPA about taxes,” that should raise a red flag. Story & Photography Provided by Storen Financial
How do you know when it’s time to review your relationship with your current financial advisor? Some relationships just don’t work out. That unfortunate truth applies to spouses, friends, business associates - and financial advisors. There are many reasons that could prompt you to change advisors. If you’ve started thinking that a new advisor can better meet your needs, the process need not be difficult if you have the right team and resources in your pocket. Here are four reasons that should prompt you to re-evaluate your relationship…
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2) NO LONG-TERM STRATEGY • Your advisor should adjust their financial strategy to accommodate major life events on the horizon such as retirement. Some advisors get stuck in “accumulation phase” rather than preparing for the time when your investment savings replace a steady paycheck. • You need someone who can give you personalized advice to match your changing needs. Your goals 10-15 years ago will likely not be the same as those you have today. 3) POOR COMMUNICATION • The quality and quantity of communication with your advisor is a critical aspect of any advisory relationship. Interaction should be regular, timely, and include an annual financial review. Trust and clear expectations are extremely important in any financial relationship.
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• An advisor should be able to explain what they are doing in clear terms you understand, listen to your changing needs, provide feedback, and adjust your plan as necessary. • You should hear from your advisor during times of economic uncertainty; a reliable advisor will offer reassurance when the stock market is volatile. • If you only hear from your advisor when they want to execute a buy or sell order on your portfolio, this may be a sign your advisor is only interested in the commissions they may make by trading on your account. 4) CONFUSING FEE STRUCTURE • Your advisor’s fee structure should be transparent and explained upfront. It shouldn’t be difficult for an advisor to explain how he or she is adding value to your accounts. To learn more about investment fee structures, visit storenfinancial.com/investment-fee-structureexplained. Ready for a change? At Storen Financial, our team of experienced professionals work with you to make the advisory transition as smooth as possible. We coordinate with you to develop a comprehensive, long-term financial plan that implements customized tax-saving strategies to fit your unique situation.
WANT TO LEARN MORE? Here are more resources to help answer your questions… forbes.com/sites/wealthplanning-insights/2022/09/23/ changing-financial-advisors-whenyou-know-its-time-and-how-tomake-the-switch/?sh=3c2b784467b2 nerdwallet.com/article/investing/change-financial-advisors Storen Financial is located at 1120 West Oak Street, Suite 200 in Zionsville. General: 317-852-7000 / Investment: 317-733-1000 For more info on Storen Financial’s investment and financial planning services, a contact page, and to learn more about the team, go to storenfinancial.com. Subscribe to Storen Financial’s email newsletter to stay up to date on the latest info here: lp.constantcontactpages.com/su/B7YZNI7/Newsletter.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized investment or tax advice. Brass Tax Wealth Management, Storen Financial and LPL Financial are not affiliated with any of the other referenced entities.
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Located in Greenfield, Indianapolis, Plainfield, Fishers and Zionsville. TownePost.com | March 2024 | 17
BUSINESS SPOTLIGHT
HOOSIER VILLAGE
CARING COMMUNITY EXPERIENCE THE REWARDS OF A LIFE WELL-PLANNED AT HOOSIER VILLAGE Story & Photography Provided
Hoosier Village, a 62-or-better life plan community located in Zionsville, boasts an array of living options, no matter the phase of life you might be in. It is one of the most highly respected senior living organizations in Indiana.
Magnolia Trace townhomes, there has never been a better time than now to plan for your future,” says Mindy Kantz, executive director of Hoosier Village. “The townhomes add a fifth neighborhood option on campus.”
The beautiful, 300-plus-acre community offers multiple styles of living arrangements, amenities such as community park, indoor heated pool, pickleball courts and restaurants, as well as a full range of supportive care services.
Hoosier Village is a life plan community. A life plan community is a great solution to many current and future needs, because it offers the same independent lifestyle you currently enjoy as well as maintenancefree living, a host of amenities, and a comprehensive continuing care plan whenever necessary.
Hoosier Village recently added two- or three-bedroom townhomes with private elevators. “With the new addition of 18 | March 2024 | TownePost.com
Because Hoosier Village is a life plan
community, it offers an inclusive plan for care, whether it is a short-term rehab stay or involves long-term skilled nursing, assisted living, or memory care. Preparing financially for senior living within a life plan community is best done well before something goes wrong. Determine goals that best meet your current needs, while also considering the possibility of more support and assistance in the future. Consider who needs to be involved in creating your plan and who will assist you with reaching those planned goals. This could be family members or financial planners. “Life does not always go according
to plan, but it is good to have a plan,” says John Koontz, sales director. With the plan in mind, it’s time to do your research. Visit communities, meet with sales team members, eat in the dining room, tour the health and rehab centers, and talk to residents. “The residents of Hoosier Village always welcome talking to prospective new neighbors to share why they love living here,” Kantz says. Planning ahead lets you make your own decisions about your future. It prepares you and your family if there are any sudden changes in health and independence. “Having a plan offers peace of mind, and lets residents focus on living their best life and enjoy their retirement experience,” says Anna Wellman, marketing coordinator. Bill and Stephanie Eckert have lived in Hoosier Village for over three years. Having a plan, maintenance-free living, engaging campus activities and amenities are why they decided on Hoosier Village as their next home. “This community, this neighborhood, is terrific,” Stephanie says. “Whatever the need, you can get it right here on this campus without making another major decision.” To learn more, visit hoosiervillage.com.
CONNECT 9891 Purple Plum Lane, Indianapolis Phone: 317-873-3349 hoosiervillage.com
TownePost.com | March 2024 | 19
MONEY MINDED
ONLINE APPS CAN HELP KIDS SAVE AND INCREASE FINANCIAL LITERACY Story Provided
Teaching young kids the importance of saving money is a valuable life skill that can set the foundation for a financially responsible future. With the advent of relevant technology, several online apps cater specifically to young children, making the process of learning about money engaging and interactive. Here are some online apps (some free and some that require a fee) for young kids to start saving money:
BANKAROO: •B ankaroo is an online platform designed to introduce kids to the basics of budgeting and saving. Children can create their virtual bank accounts, set savings goals and track their allowances. The app also provides insights into financial concepts in a kid-friendly manner. bankaroo.com
PIGGYBOT: • PiggyBot is a digital piggy bank that allows kids to set savings goals and visually track their progress. It’s a simple and intuitive app that helps children understand the concept of saving and budgeting. PiggyBot is available in the App Store.
• PiggyVest Kids is an extension of the popular savings app PiggyVest, tailored specifically for kids. It allows parents to create savings plans for their children and introduces them to the concept of earning interest on their savings. piggyvest.com
IALLOWANCE: • iAllowance is a comprehensive app that not only teaches kids about saving, but also helps parents manage allowances and chores. It allows parents to set up recurring allowances, assign chores, and track their children’s spending and saving habits. jumpgapsoftware.com 20 | March 2024 | TownePost.com
PIGGYVEST KIDS (FORMERLY KNOWN AS PIGGYBANKNG):
GREENLIGHT: • Greenlight is a family finance app that includes a feature for kids to manage their money. Parents can set up chores, allowances, and even create savings goals for their children. The app also offers a prepaid debit card for kids, controlled by parents. greenlight.com SAVINGS SPREE: • Savings Spree is an educational game app that teaches kids about the value of money and the consequences of spending. It engages children in a fun way, allowing them to make virtual spending decisions and learn from the outcomes. Available in the App Store for a fee.
BUSYKID: • BusyKid is an app that combines chores, allowance, and investment education. ISAVEMONEY: Children can earn money by completing • iSaveMoney is an app that caters to both chores, and parents can choose to allocate parents and children. Kids can set savings a portion of that money for saving, goals, track their spending and understand spending and even investing in real stock. the value of money, while parents can busykid.com monitor and guide their children through the process. isavemoney.app
THE PIGGY BOX: • The Piggy Box is an app that focuses on the concept of sharing, saving and spending. It encourages kids to allocate their money into these three categories, fostering a balanced approach to managing finances. thepiggybox.com MONEYTIME: • MoneyTime is an app that turns learning about money into a game. It covers various financial concepts such as earning, saving, spending and giving, making it an engaging and educational tool for young kids. moneytimekids.com These apps not only make saving money a tangible and interactive experience for kids, but also provide parents with tools to guide and monitor their children’s financial activities. By introducing these apps early on, parents can instill smart money habits in their kids, setting them on the path toward financial literacy and responsibility. 22592 EMBGMC_Zionsville.ai
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CHAMBER OF COMMERCE SPOTLIGHT
Please join us at the Zionsville Underground for the Zionsville Chamber of Commerce Annual Awards Celebration, as we recognize the accomplishments of our business community. The event will take place on Thursday, March 7 at the Zionsville Underground located under Noah Grant’s at 91 S. Main Street in Zionsville. Attendees will enjoy networking from 11:30 a.m. – 12:00 p.m. followed by an awards program from Noon to 1:00 p.m.
WWW.ZIONSVILLECHAMBER.ORG / 317-873-3836 / INFO@ZIONSVILLECHAMBER.ORG 22 | March 2024 | TownePost.com
TOURISM SPOTLIGHT
REDISCOVERING THE CHARM OF BOONE COUNTY, INDIANA
YOUR ULTIMATE STAYCATION DESTINATION FOR 2024
In an era where wanderlust meets a desire for convenience, staycations are becoming the perfect antidote for those seeking a break without the hassle of travel. In early 2024, why not explore the hidden gems of Boone County, Indiana? Nestled in the heart of the Hoosier State, this charming county boasts picturesque towns, welcoming communities, and a plethora of activities for every taste. ZIONSVILLE: WHERE HISTORY MEETS BOUTIQUE ELEGANCE Start your Boone County staycation in Zionsville, a town that seamlessly combines history with contemporary charm. Zionsville’s Main Street is a visual feast, lined with quaint shops, art galleries, and eateries. Be sure to explore the Brick Street Inn, a boutique hotel offering a unique blend of luxury and historic allure. Its prime location on Main Street allows you to immerse yourself in the town’s vibrant culture and picturesque surroundings. WHITESTOWN: SMALL TOWN CHARM WITH MODERN COMFORT Next stop, Whitestown, a thriving community that retains its small-town charm while embracing modern comforts. Book your stay at one of the many Whitestown lodging locations, a convenient choice for families and solo travelers alike. Whitestown’s prime location offers easy access to Boone County’s attractions.
Unwind with a visit to Boone County’s craft breweries, where you can savor locally brewed beer while enjoying the company of friendly locals. Moontown Brewery is located in the heart of Whitestown and sits in a historic renovated school and gym. LA Café is a town staple that has delighted visitors for generations. Don’t forget to explore Whitestown’s parks, such as the serene Anson Park, ideal for picnics and relaxation. LEBANON: DISCOVERIES AND HISTORIC RICHES Lebanon is the ideal destination for history buffs (the courthouse boasts the largest single-piece limestone columns in the world!) and day-trippers alike. Do you enjoy a charming courthouse square? Lebanon plays home to darling small businesses ready to welcome guests. Have you tried the beer at Klooz Brews? Or sipped spirits from a jail cell at the Boone County Jail Distillery? Unwind here! For a culinary adventure, sample Lebanon’s diverse dining scene. Try the 1820 Chophouse for an elevated experience or Backroads BBQ for down-home comfort food. Nature lovers can explore the scenic Big 4 Rail Trail, which offers a leisurely stroll or bike ride through beautiful landscapes. For larger gatherings like family get-togethers check out Memorial Park, with spacious, tree filled vistas.
THORNTOWN: SMALL-TOWN TRANQUILITY Your staycation isn’t complete without a visit to Thorntown, a picturesque village that epitomizes small-town tranquility. Dull’s Tree Farm Stone Cabin Inn (located on a working Christmas Tree Farm!) offers a cozy retreat with all the comforts of home. Spend your days exploring Thorntown’s unique shops, like Sugar Creek Art Center. Thorntown is also known for its rich agricultural heritage. To immerse yourself in nature, take a leisurely drive along the scenic Sugar Creek and enjoy the serene beauty of the countryside. Drive to see Jamestown and Advancequaint shops and restaurants where you can eat homemade pies with the locals. Check out the 100+ year old barns in the area and see if you can spot a barn quilt or two! In Boone County, Indiana, your staycation is not just a break from the everyday; it’s a journey through picturesque landscapes, charming towns, and a thriving community spirit. Whether you’re exploring Zionsville’s historic streets, savoring Whitestown’s culinary delights, unearthing Lebanon’s hidden treasures, or basking in Thorntown’s small-town charm, Boone County has something for everyone. So, make the most of 2024 and embark on a staycation adventure that will create lasting memories right in the heart of Indiana. There’s a Bit of Boone in All of US!
For more information about Discover Boone County visit discoverboonecounty.com or follow us on facebook.com/DiscoverBooneCounty
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