Tip of the Month | October 2024
Tip of the Month | October 2024 Medicare Open Enrollment Dates Written By: Andrea Bulen, CFP® The change of seasons brings anticipation and planning for upcoming end-of-year items. One important planning…
Celebrating 25 Years: What Makes Shakespeare Unique
Celebrating 25 Years: What Makes Shakespeare Unique Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® For 25 years, Shakespeare has been committed to helping our clients pursue peace of mind.…
Purchasing Gold Bars (and Other Precious Metals)
Purchasing Gold Bars (and Other Precious Metals) Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® I stopped at the Pewaukee Costco on my way home from work to grab some diapers…
Guest Blog: What Happens to Digital Assets When You Pass Away?
Guest Blog: What Happens to Digital Assets When You Pass Away? Written By: Attorney Paul B. Margerie, Margerie Law, LLC In today’s world, our lives are full of online accounts and…
“How Do I Choose a Financial Advisor?”
“How Do I Choose a Financial Advisor?” Written By: Andrea Bulen, CFP® In our previous blog, “Why Do I Need a Financial Advisor?”, we answered questions we often hear regarding why…
Tip of the Month | September 2024
Tip of the Month | September 2024 Back to School: 529 Plan Contributions Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® With school back in session, now is an optimal time…
Generational Wealth Planning: Legacy Real Estate Properties
Generational Wealth Planning: Legacy Real Estate Properties Written By: Kevin Reardon, CFP® As a financial advisor, one of the most delicate issues to navigate when discussing estate and generational wealth planning…
Review Your Medicare Prescription Drug Plan
Review Your Medicare Prescription Drug Plan Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Medicare open enrollment is quickly approaching. The window opens October 15 and runs through December 7.…
Financial Planning Checklist for Inheriting a Home
Financial Planning Checklist for Inheriting a Home Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Inheriting a home can be both a blessing and a challenge. It often comes with a mix…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260