Tip of the Month | December 2023
Tip of the Month | December 2023 Overview of Financial Certifications Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® You may have noticed each Shakespeare advisor has at least one certification…
What Wealthy Families Get Wrong About Financial Advisors
What Wealthy Families Get Wrong About Financial Advisors Written By: Kevin Reardon, CFP® We have had hundreds of conversations with wealthy families over the years, some who have hired us and…
Financial Checklist After Starting a New Job
Financial Checklist After Starting a New Job Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Congratulations on landing that new job or embarking on a fresh career path! As you navigate…
Guest Blog: Documents Required for Tax Season
Guest Blog: Documents Required for Tax Season Written By: Bob Freese, CPA – Principal at Vrakas CPAs It’s the most wonderful time of the year. No, not Christmas, but tax season.…
Tip of the Month | November 2023
Tip of the Month | November 2023 Social Security Cost of Living Adjustment Written By: Andrea Bulen, CFP® Do you receive a monthly Social Security check? If so, you’ll get a raise…
Financial Planning After Receiving Inheritance
Financial Planning After Receiving Inheritance Written By: Nick Ziarek, CFP®, CFA Receiving an inheritance can be a significant event bringing both opportunities and complexities. Careful planning is essential to make the most…
Should I Take My Pension as a Lump Sum?
Should I Take My Pension as a Lump Sum? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® The popularity of pensions as an employer retirement benefit has fallen over the…
Tip of the Month: October 2023
Tip of the Month | October 2023 Medicare Open Enrollment Written By: Kevin Reardon, CFP® The change of seasons brings anticipation and planning for upcoming end-of-year items. One important planning item…
Medicare Planning During Open Enrollment
Medicare Planning During Open Enrollment Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® For people enrolled in Medicare or for those soon to be eligible, there is no shortage of…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260