Guest Blog: Beneficiary Designation Blunders
– Guest Blog – Beneficiary Designation Blunders: Mistakes and Misconceptions Written By: Michael D. Kaiser, Attorney, Kaiser Holahan, LLC The term estate planning brings to mind words such as will,…
Selecting the Right Trustee
Selecting the Right Trustee Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® You have taken the first step to meet with an attorney and start drafting an estate plan. One of…
Tip of the Month | August 2023
Tip of the Month | August 2023 Fear and Urgency in Internet Scams Written By: Nick Ziarek, CFP®, CFA In addition to the more common phishing emails looking to get your…
When Should You Withdraw Money from Retirement Accounts?
When Should You Withdraw Money from Retirement Accounts? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Retirement accounts like IRAs, Roth accounts, 401(k)s and 403(b)s are popular savings vehicles many…
Spending Habits in Retirement
Spending Habits in Retirement Written By: Kevin Reardon, CFP® A frequent question we receive from retired clients is whether their spending is on track relative to the ‘average retiree’. The…
Tip of the Month | July 2023
Tip of the Month | July 2023 Gifting Limits Written By: Nick Ziarek, CFP®, CFA Helping with costs for a child’s upcoming wedding or home down payment? The annual gifting limit…
Financial Checklist for Marriage
Financial Checklist for Marriage Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Congratulations – you just got married and are starting a new chapter in your life! Marriage is a major…
Does the Marriage Penalty Exist?
Does the Marriage Penalty Exist? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Getting married is an exciting new chapter in your life. The excitement may dampen a bit when…
Bitcoin Update
Bitcoin Update Written By: Nick Ziarek, CFP®, CFA Bitcoin has been back in the news lately, as the price has skyrocketed 83% year-to-date. The speculation has been driven by the…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260