Year-End Planning Reminders
Year-End Financial Planning Reminders 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 planning moves.…
Sustainable Investing – What is It?
By Nick Ziarek CFP®, CFA Sustainable Investing Today More and more, returns are no longer the only driver that investors look for when making their investment decisions. Among the hottest…
Andrea’s Tip of the Month | November 2021
New 401k Contribution and Gifting Limits for 2022… and don’t forget your favorite charities this season! Increased 401k Contribution Limits On November 4th, the IRS announced that the 401k contribution…
Andrea’s Tip of the Month | October 2021
Health Insurance Marketplace Enrollment Period Coming Up Are you under age 65, without group health insurance through an employer? If so, you are eligible to purchase health insurance through the…
Navigating the Maze of Fall Open Enrollment Windows for Health Insurance
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Make the right open enrollment decisions to avoid severe consequences. Open enrollment can be one of the more confusing times of the year. The…
Open Enrollment – Questions to ask about your employer group benefits and Medicare
By Kevin Reardon, CFP® Open Enrollment – So Many Questions! It’s that time of year again, when we either review group benefits at work OR our Medicare options (for those…
Guest Blog – ‘How To’ Estate Planning for Digital Assets
Password Problems A woman, whose husband had recently passed away, did not have their password for their investment accounts. She had always paid the bills, and he had…
How to Handle ‘Leftover’ 529 Balances
By Ryan Rink CFP®, ChFC®, CLTC® How to Handle ‘Leftover’ 529 Balances 529 plans are one of the best savings vehicles for college. However, deciding on the right amount to…
Will Social Security Be Around When I Need It?
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® You’ve probably heard media reports about the worrisome financial condition of Social Security, but how heavily should you weigh this information when deciding when…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260