Guest Blog: Hidden Costs of Property and Casualty Insurance
Guest Blog: Hidden Costs of Property and Casualty Insurance Written By: Brandy Enger, Director of Personal Lines & Risk Management – Vizance In recent years, the insurance industry has been undergoing a…
Should You Pay Off Your Low Interest Mortgage Early?
Should You Pay Off Your Low Interest Mortgage Early? Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® When it comes to managing a home mortgage, conventional wisdom typically suggests paying it…
Tip of the Month | May 2024
Tip of the Month | May 2024 HSA Contributions Written By: Nick Ziarek, CFP®, CFA Are you eligible for a Health Savings Account (HSA)? These are our favorite investment accounts because…
2024 Important Numbers
2024 Important Numbers Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Now that the 2023 tax season ended a few weeks ago, it’s time to put more of our focus…
Teaching Clients How to Retire
Teaching Clients How to Retire Written By: Kevin Reardon, CFP® Many people work for decades towards the goal of retiring someday. They dream of what it would be like to be…
Tip of the Month | April 2024
Tip of the Month | April 2024 Upload Your Tax Return Written By: Nick Ziarek, CFP®, CFA Remember to email or upload a copy of your 2023 tax return once it…
Financial Checklist for College Graduates
Financial Checklist for College Graduates Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Congratulations on your recent graduation and officially starting your career! You will encounter many changes at this stage…
Planning for the Expiration of TCJA: For Business Owners
Planning for the Expiration of TCJA: For Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® A significant portion of the Tax Cuts and Jobs Act of 2017 (TCJA)…
What Is Direct Indexing?
What Is Direct Indexing? Written By: Nick Ziarek, CFP®, CFA The investment world is always evolving and along with that comes new products and strategies for investors to choose from. The first…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260