Andrea Bulen
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…
Read MoreAndrea’s Tip of the Month 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…
Read MoreHow to Read Your Tax Return – the Schedules
How To Read Your Tax Return – The Schedules Updated October 2022 To learn the basics of your Form 1040, please reference part one of this blog series: How to…
Read MoreHow to Read Your Tax Return
How to Read Your Tax Return Updated April 2024 In addition to the financial planning and investment management we are always busy with, we’ve also been fielding many tax questions…
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