Ryan Rink
Tip of the Month | December 2022
Tip of the Month | December 2022 Cash Alternatives with Rising Rates Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® The Federal Reserve has been implementing interest rate increases throughout…
Read MoreLogistics of Qualified Charitable Distributions
Logistics of Qualified Charitable Distributions (QCDs) Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® What is a Qualified Charitable Distribution (QCD)? If you are over age 70.5 and have an…
Read MoreCharles Schwab Website Overview
Charles Schwab Website Overview Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® In addition to your Shakespeare Client Website, you also have a portal available through Charles Schwab. You will…
Read MoreShakespeare 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 MoreTip of the Month | August 2022
Common Estate Planning Documents Written By: Ryan Rink, CFP® If you’re a legal adult (over age 18), then you should have some form of estate documents in place. Listed below are…
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