Tip of the Month | February 2025
Tip of the Month | February 2025 Gather Documents for Tax Season Written By: Nick Ziarek, CFP®, CFA Tax season is upon us! Here are some pertinent tax documents to start…
Gen Z and Money: Teaching the Next Generation
Gen Z and Money: Teaching the Next Generation Written By: Laine Kuether With Gen Z, the opportunity to instill positive financial habits is especially timely. Parents play a critical role in…
Tip of the Month | January 2025
Tip of the Month | January 2025 2025 401(k) Plan Contribution Limits Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® The beginning of the year is a great time to review…
How We Help: Retirees
How We Help: Retirees Written By: Kevin Reardon, CFP® Numerous clients have told us their last day of work was one of the scariest days of their life, as they say…
A Year in Review: Economic Updates from 2024
A Year in Review: Economic Updates from 2024 Written By: Nick Ziarek, CFA, CFP® It was hard not to feel euphoria after 2023 in which the S&P 500 rose 26.3% as…
Tip of the Month | December 2024
Tip of the Month | December 2024 Set Financial Goals for the New Year Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® As we near the end of 2024, now is…
Year-End Financial Planning Checklist
Year-End Financial Planning Checklist Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Another year-end is in sight! In addition to planning for the holidays, finances are also on people’s minds.…
Celebrating 25 Years: Looking Forward
Celebrating 25 Years: Looking Forward Written By: Kevin Reardon, CFP® This year, we’ve been celebrating our 25th anniversary as a firm, and WOW what a year it has been! In January,…
Frequently Used Terms
Frequently Used Terms Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Financial literacy is a cornerstone of sound investing. Revisiting basic concepts can help deepen your understanding of market trends and…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260