Andrea Bulen
Protecting Your Portfolio from Financial Fraud
Protecting Your Portfolio from Financial Fraud Written By: Andrea Bulen, CFP® As financial advisors, we are repeatedly asked, “What’s the biggest risk to my financial plan?”. We of course discuss many…
Read MoreTip of the Month | November 2022
Tip of the Month | November 2022 Year-End Deadlines Written By: Andrea Bulen, CFP® The end of the year is quickly approaching with Thanksgiving almost here. We all know how fast…
Read MoreTip of the Month | Mobile Deposits
Need to Deposit Checks Into Your Schwab Account? Written By: Andrea Bulen, CFP® Schwab has created a more efficient way to deposit checks into your Schwab account. You’ll simply need to download the Schwab Mobile…
Read MoreInflation in Retirement
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…
Read MoreAndrea’s Tip of the Month | 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…
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