CFP®
Shakespeare Client Website Overview
Shakespeare Client Website Overview Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® One of the most useful tools you have available as a Shakespeare client is your Shakespeare Client Website.…
Read MoreInflation Reduction Act of 2022
Inflation Reduction Act of 2022 Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® In fall of 2021, Congress was in the midst of trying to pass extensive legislation called…
Read MoreGifting to Children
Gifting to Children Written By: Kevin Reardon, CFP® We have frequent conversations with clients about giving money to their children. There are many considerations and constraints that go with this…
Read MoreThe Worst Bond Market Ever
The Worst Bond Market Ever Written By: Nick Ziarek, CFP®, CFA The first half of the year presented many challenges for the markets: the Russia/Ukraine conflict, inflation climbing to 40-year…
Read MoreUnderstanding the Student Loan Relief Plan
Understanding the Student Loan Relief Plan Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® This article was written August 2022. On August 24, President Biden signed an Executive Order providing…
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