Andrea Bulen
Inflation 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…
Read MoreAndrea’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…
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