Financial Planning
Frequently Used Terms
Frequently Used Terms Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Financial literacy is a cornerstone of sound investing. Revisiting basic concepts can help deepen your understanding of market trends and…
Read MoreCelebrating 25 Years: What Makes Shakespeare Unique
Celebrating 25 Years: What Makes Shakespeare Unique Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® For 25 years, Shakespeare has been committed to helping our clients pursue peace of mind.…
Read More“How Do I Choose a Financial Advisor?”
“How Do I Choose a Financial Advisor?” Written By: Andrea Bulen, CFP® In our previous blog, “Why Do I Need a Financial Advisor?”, we answered questions we often hear regarding why…
Read MoreGenerational Wealth Planning: Legacy Real Estate Properties
Generational Wealth Planning: Legacy Real Estate Properties Written By: Kevin Reardon, CFP® As a financial advisor, one of the most delicate issues to navigate when discussing estate and generational wealth planning…
Read MoreFinancial Planning Checklist for Inheriting a Home
Financial Planning Checklist for Inheriting a Home Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Inheriting a home can be both a blessing and a challenge. It often comes with a mix…
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