Posts by Nick Ziarek
Tip of the Month | February 2025
Tip of the Month | February 2025 Gather Documents for Tax Season Written By: Nick Ziarek, CFP®, CFA Tax season is upon us! Here are some pertinent tax documents to start…
Read MoreIdentity Theft and Credit Monitoring
Identity Theft and Credit Monitoring Written By: Nick Ziarek, CFP®, CFA In recent years, identity theft has become an increasingly sophisticated and prevalent operation. Long gone are the days of emails…
Read MoreTip of the Month | August 2024
Tip of the Month | August 2024 How Often Should You Review Estate Documents? Written By: Nick Ziarek, CFP®, CFA It is recommended to review your estate documents every 3 to 5…
Read MoreShakespeare Investment Philosophy: Celebrating 25 Years
Shakespeare Investment Philosophy: Celebrating 25 Years Written By: Nick Ziarek, CFP®, CFA As we look back on 25 years for Shakespeare Wealth Management, we are reminded about the foundations that helped…
Read MoreTip of the Month | May 2024
Tip of the Month | May 2024 HSA Contributions Written By: Nick Ziarek, CFP®, CFA Are you eligible for a Health Savings Account (HSA)? These are our favorite investment accounts because…
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