Andrea Bulen
The Shakespeare Commitment: Celebrating 25 Years
The Shakespeare Commitment: Celebrating 25 Years Written By: Andrea Bulen, CFP® Last month, Kevin Reardon, CFP® shared the announcement of Shakespeare celebrating our 25th anniversary in 2024. Although it is important…
Read MoreTip of the Month | November 2023
Tip of the Month | November 2023 Social Security Cost of Living Adjustment Written By: Andrea Bulen, CFP® Do you receive a monthly Social Security check? If so, you’ll get a raise…
Read MoreWhy Do I Need a Financial Advisor?
Why Do I Need a Financial Advisor? Written By: Andrea Bulen, CFP® When a prospective client calls Shakespeare for the first time, they naturally have questions exploring if an ongoing relationship…
Read MoreTip of the Month | June 2023
Tip of the Month | June 2023 Protecting Your Online Signature Written By: Andrea Bulen, CFP® Shakespeare has been raising awareness about online scams and phishing schemes that are becoming increasingly prevalent.…
Read MoreDocuments to Keep After Tax Season
Documents to Keep After Tax Season Written By: Andrea Bulen, CFP® Tax season can be a hectic time of year, with a flurry of forms, receipts and financial statements to sift…
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