Blogs

Tip of the Month | October 2024

Tip of the Month | October 2024 Medicare Open Enrollment Dates Written By: Andrea Bulen, CFP® The change of seasons brings anticipation and planning for upcoming end-of-year items. One important planning…

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Celebrating 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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Purchasing Gold Bars (and Other Precious Metals)

Purchasing Gold Bars (and Other Precious Metals) Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® I stopped at the Pewaukee Costco on my way home from work to grab some diapers…

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Guest Blog: What Happens to Digital Assets When You Pass Away?

Guest Blog: What Happens to Digital Assets When You Pass Away? Written By: Attorney Paul B. Margerie, Margerie Law, LLC In today’s world, our lives are full of online accounts and…

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“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…

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Generational 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…

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Review Your Medicare Prescription Drug Plan

Review Your Medicare Prescription Drug Plan Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Medicare open enrollment is quickly approaching. The window opens October 15 and runs through December 7.…

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Financial 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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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260