Inflation in Retirement

Written By: Andrea Bulen, CFP® Inflation started to creep back into everyday vocabulary in 2021. At first, many economists categorized inflation as “transitory” meaning they thought it was the result of artificially low prices from 2020 and that it would pass quickly. By late 2021, fewer economists were using the term transitory and Fed Chairman,…

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Andrea’s Tip of the Month | November 2021

AB Tip November 2021

New 401k Contribution and Gifting Limits for 2022… and don’t forget your favorite charities this season! Increased 401k Contribution Limits On November 4th, the IRS announced that the 401k contribution limit will increase in 2022 by $1,000, up to $20,500. For those over 50, the catch-up contribution remains at $6500, making the maximum contribution $27,000.…

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Andrea’s Tip of the Month | October 2021

Health Insurance Marketplace Enrollment Period Coming Up Are you under age 65, without group health insurance through an employer? If so, you are eligible to purchase health insurance through the Health Insurance Marketplace, which has an enrollment period of Monday, November 1st until Saturday January 15th. NOTE:  Enroll by December 15th for coverage that starts…

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Andrea’s Tip of the Month June 2021

AB Tip June 2021

Termination Risk for your Long-Term Care Policy! If you have long-term care insurance, it’s likely you pay your premium on an annual basis after your insurance company sends you a bill.  The danger is that bills can get lost in the mail or misplaced in your home.  If the required premium for your LTC insurance…

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