Blogs

Year-End Planning Reminders

Year-End Planning Reminders Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As we approach the end of the year, now can be a good time to make some last-minute…

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Milwaukee Housing Success Story

Milwaukee Housing: Habitat for Humanity Written By: Andy Heuer, Development Director – Habitat for Humanity Milwaukee Habitat is addressing one of the most pressing issues in our community – access to…

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Logistics 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…

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Tip of the Month | November 2022

Tip of the Month | November 2022 Year-End Deadlines Written By: Andrea Bulen, CFP® The end of the year is quickly approaching with Thanksgiving almost here. We all know how fast…

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The Difference Between RIAs and Broker-Dealers

The Difference Between RIAs and Broker-Dealers Written By: Nick Ziarek, CFP®, CFA When searching for a financial advisor, there are many options and terms used to define a firm’s role and…

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State of the Accounting Industry

State of the Accounting Industry Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® With the 2021 extended tax deadline in the rearview mirror, we have about a two month break…

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Tip of the Month | October 2022

Medicare Open Enrollment Written By: Kevin Reardon, CFP® The change of seasons into fall brings anticipation and planning for upcoming end-of-year items. One important planning item to add to the agenda…

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How Income Impacts Medicare Premiums

How Income Impacts Medicare Premiums Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Turning 65 is a milestone birthday. In the United States, that is the age where most people…

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Charles 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…

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