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…
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…
Tip of the Month | November 2024
Tip of the Month | November 2024 How to Scan Documents from Your Phone Written By: Andrea Bulen, CFP® Need to scan and email a document quickly? Your smartphone can handle…
Identity Theft and Credit Monitoring
Identity Theft and Credit Monitoring Written By: Nick Ziarek, CFP®, CFA In recent years, identity theft has become an increasingly sophisticated and prevalent operation. Long gone are the days of emails…
Post-Election Tax Planning
Post-Election Tax Planning Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® On November 5, a red wave appears to have swept through the country with Republicans winning the election for…
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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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260