Tip of the Month
Tip of the Month | May 2024
Tip of the Month | May 2024 HSA Contributions Written By: Nick Ziarek, CFP®, CFA Are you eligible for a Health Savings Account (HSA)? These are our favorite investment accounts because…
Read MoreTip of the Month | April 2024
Tip of the Month | April 2024 Upload Your Tax Return Written By: Nick Ziarek, CFP®, CFA Remember to email or upload a copy of your 2023 tax return once it…
Read MoreTip of the Month | March 2024
Tip of the Month | March 2024 Shakespeare Client Website Design Updates Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® We are excited to share your Shakespeare client website has been…
Read MoreTip of the Month | February 2024
Tip of the Month | February 2024 Schwab Tax Documents Written By: Nick Ziarek, CFP®, CFA Schwab is targeting for all 1099s to available by mid-February. If you are still…
Read MoreTip of the Month | January 2024
Tip of the Month | January 2024 Traditional/Roth IRA Contribution Deadline Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Even though we are a couple of weeks into the new year,…
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