Tip of the Month | April 2023
Tip of the Month | April 2023 What is a Fiduciary? Written By: Nick Ziarek, CFP®, CFA A fiduciary is someone who is legally required to act in the best…
Working While Receiving Social Security
Working While Receiving Social Security Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Many individuals rely on Social Security as a key source of income during their retirement years. However,…
April Fools Financial Tips for Parents
April Fools Financial Tips for Parents Written By: Kevin Reardon, CFP® There may be no greater challenge in the world for parents than to raise healthy, productive and financially astute…
Budgeting Healthcare Costs in Retirement
Budgeting Healthcare Costs in Retirement Written By: Nick Ziarek, CFA, CFP® Planning for retirement comes with many unknowns including when can you retire, will there be enough income to cover expenses,…
Roth Conversion Considerations
Roth Conversion Considerations Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® A common question we get from clients is if (and when) a Roth conversion makes sense. The answer is more…
Tip of the Month | March 2023
Tip of the Month | March 2023 Creditor Protection of Retirement Accounts Written By: Kevin Reardon, CFP® 401k and IRA accounts offer various levels of protection when investors run into…
Protecting Your Portfolio from Financial Fraud
Protecting Your Portfolio from Financial Fraud Written By: Andrea Bulen, CFP® As financial advisors, we are repeatedly asked, “What’s the biggest risk to my financial plan?”. We of course discuss many…
Tax Planning for New Retirees
Tax Planning for New Retirees Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As you enter retirement, it’s likely your income and resulting tax picture will change—sometimes dramatically. Changes in…
Guest Blog: Pre-Planning Your Funeral
Guest Blog: Pre-Planning Your Funeral Written By: Jeff Klemmer, Owner & 4th Generation Funeral Director, Heritage Funeral Homes Whenever I have the opportunity to discuss pre-planning a funeral, I am asked…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260