by Andrea Bulen Remember our conversation back in October (How Big is Your Umbrella?) when I told you that one of the occupational hazards of being a financial advisor is that we think of almost everything we know in terms of how it affects our family and friends? Well, here is another story that proves […]
Charlie Brown Goes to Wall Street
– by Kevin Reardon Have you seen the Charlie Brown episode where he takes the gang to Wall Street? The gang’s lemonade stand had a record year and they wanted to learn more about investing before they invested their 401k accounts. Charlie Brown took his good pals Lucy, Patty, Linus, Violet, Pig-Pen and even Snoopy […]
The Art of Intentional Spending
by Andrea Bulen Christmas is a time for overspending, overeating and general overindulging. Presents. Parties. Trips. Calories. Headaches. It all adds up. And it’s exhausting (your energy and your wallet). As I take a step back and look at my own haphazard Christmas spending, I’m wondering how much more happiness I’ve brought about with all […]
Open Enrollment – Medicare, Health Insurance and Group Benefits
It’s that time of year again… – by Andrea Bulen It is important to review items related to your finances on a regular basis. Fall is a good time of year to review your health insurance coverage and other employee benefits. Like it or not, many of us are forced into this via the Open […]
Medicare and Social Security for 2016
Clearing up some of the confusion… by Andrea Bulen If you are currently receiving Social Security benefits you have likely heard that you will NOT be receiving a raise next year. However, if you are also enrolled in Medicare Part B this means that Medicare premiums will NOT increase next year. This is due to […]
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