Tip of the Month | March 2025
Tip of the Month | March 2025 Take Advantage of Your Full Employer 401(k) Match Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Taking advantage of your employer’s 401(k) match is…
Financial Planning for Cohabitating vs. Marriage
Financial Planning for Cohabitating vs. Marriage Written By: Kevin Reardon, CFP® Adults living together in a romantic relationship outside of marriage, defined as cohabitation, has grown exponentially in the last 50…
How We Help: Business Owners
How We Help: Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As a business owner, you have a unique set of circumstances regarding finances. Not only do you…
How We Help: The Busy Professional
How We Help: The Busy Professional Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® For many professionals, managing the complexities of their career, family life and personal goals can often leave…
Tip of the Month | February 2025
Tip of the Month | February 2025 Gather Documents for Tax Season Written By: Nick Ziarek, CFP®, CFA Tax season is upon us! Here are some pertinent tax documents to start…
Passing a Legacy Property to the Next Generation
Passing a Legacy Property to the Next Generation Written By: Kevin Reardon, CFP® We have many clients who own second homes, including cottages ‘up north’, homes in warm weather states or…
Tax Planning Considerations for Social Security and Medicare
Tax Planning Considerations for Social Security and Medicare Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® While Social Security and Medicare are two distinct programs, many people view them in the…
Tip of the Month | January 2025
Tip of the Month | January 2025 2025 401(k) Plan Contribution Limits Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® The beginning of the year is a great time to review…
Gen Z and Money: Teaching the Next Generation
Gen Z and Money: Teaching the Next Generation Written By: Laine Kuether With Gen Z, the opportunity to instill positive financial habits is especially timely. Parents play a critical role in…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260