Financial Planning
How We Help: The Busy Professional
How We Help: The Busy Professional Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® For many professionals, managing the complexities of their career, family life and personal goals can often leave…
Read MorePassing a Legacy Property to the Next Generation
Passing a Legacy Property to the Next Generation Written By: Kevin Reardon, CFP® We have many clients who own second homes, including cottages ‘up north’, homes in warm weather states or…
Read MoreYear-End Financial Planning Checklist
Year-End Financial Planning Checklist Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Another year-end is in sight! In addition to planning for the holidays, finances are also on people’s minds.…
Read MoreFrequently 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.…
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