Andrea Bulen
Tip of the Month | May 2026
Tip of the Month | May 2026 Joint Owner vs. Authorized User for Credit Cards Written By: Andrea Bulen, CFP® When it comes to estate planning, it’s important to understand the…
Read MoreTip of the Month | October 2025
Tip of the Month | October 2025 Medicare Open Enrollment Dates Written By: Andrea Bulen, CFP® The change of seasons brings anticipation and planning for upcoming end-of-year items. One important planning…
Read MoreHow We Help: Women and Wealth
How We Help: Women and Wealth Written By: Andrea Bulen, CFP® At Shakespeare Wealth Management, we recognize that women often face unique financial challenges and opportunities throughout their lives. Regardless of your…
Read MoreTip of the Month | November 2024
Tip of the Month | November 2024 How to Scan Documents from Your Phone Written By: Andrea Bulen, CFP® Need to scan and email a document quickly? Your smartphone can handle…
Read MoreTip of the Month | October 2024
Tip of the Month | October 2024 Medicare Open Enrollment Dates Written By: Andrea Bulen, CFP® The change of seasons brings anticipation and planning for upcoming end-of-year items. One important planning…
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