CFP®
Financial Planning for Retirement in 2024
Financial Planning for Retirement in 2024 Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Retirement can be an exciting time in your life. You’re moving to a new phase where…
Read MoreTip of the Month | December 2023
Tip of the Month | December 2023 Overview of Financial Certifications Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® You may have noticed each Shakespeare advisor has at least one certification…
Read MoreWhat Wealthy Families Get Wrong About Financial Advisors
What Wealthy Families Get Wrong About Financial Advisors Written By: Kevin Reardon, CFP® We have had hundreds of conversations with wealthy families over the years, some who have hired us and…
Read MoreCity Living in Retirement: Pros and Cons
City Living in Retirement: Pros and Cons Written By: Kevin Reardon, CFP® People live most of their working years in a suburban setting, where they put down roots and raise a…
Read MoreStudent Loan Payments Set to Resume
Student Loan Payments Set to Resume Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® After more than three years of a pause on student loan interest accruals and payments, those…
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