Andrea Bulen
“How Do I Choose a Financial Advisor?”
“How Do I Choose a Financial Advisor?” Written By: Andrea Bulen, CFP® In our previous blog, “Why Do I Need a Financial Advisor?”, we answered questions we often hear regarding why…
Read MoreTip of the Month | June 2024
Tip of the Month | June 2024 Latest Scam Alert Written By: Andrea Bulen, CFP® This past week we learned about a new multi-step and targeted scam that is happening in…
Read MoreThe 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…
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