Skip to content

N22 W27847 EDGEWATER DRIVE, SUITE 101, PEWAUKEE, WI 53072-5260   |   262-814-1600   |   EMAIL US

Search
Close
CLIENT PORTAL
Shakespeare-Wealth-R-White
  • Who We Are
    • Our Team
    • Our Approach
    • In the Community
  • Who We Serve
    • Client Testimonials
    • Fees & Minimums
    • FAQ
  • What We Do
    • Retirement Planning
    • Tax Planning
    • Investment Management
    • Women and Wealth
    • Selling A Business
    • Death Of A Loved One
    • Legacy Planning
    • Career Change
  • Resources
    • Events
    • Blogs
    • Contact Us
×
  • Who We Are
    • Our Team
    • Our Approach
    • In the Community
  • Who We Serve
    • Client Testimonials
    • Fees & Minimums
    • FAQ
  • What We Do
    • Retirement Planning
    • Tax Planning
    • Investment Management
    • Women and Wealth
    • Selling A Business
    • Death Of A Loved One
    • Legacy Planning
    • Career Change
  • Resources
    • Events
    • Blogs
    • Contact Us

Posts Tagged ‘premiums’

Budgeting Healthcare Costs in Retirement

By Nick Ziarek | March 25, 2023
Masks and Money

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,…

Read More

Navigating the Maze of Fall Open Enrollment Windows for Health Insurance

By Brian Ellenbecker | October 18, 2021
Navigating The Maze Of Open Enrollment

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Make the right open enrollment decisions to avoid severe consequences. Open enrollment can be one of the more confusing times of the year. The…

Read More

Open Enrollment – Questions to ask about your employer group benefits and Medicare

By Kevin Reardon | October 15, 2021
Open Enrollment Questions To Ask

By Kevin Reardon, CFP® Open Enrollment – So Many Questions! It’s that time of year again, when we either review group benefits at work OR our Medicare options (for those…

Read More
262-814-1600
  • About Us
    • Our Team
    • Our Approach
    • Contact Us
    • Client Minimums
    • Financial Associations
    • Fee Only Advising
    • Videos
    • Community
      • Community Garden
    • Careers
  • Expertise
    • Retirement Planning
    • Tax Planning
    • Investment Management
    • Women and Wealth
    • Selling a Business
    • Death Of A Loved One
    • Legacy Planning
    • Career Change
    • Insurance Preserve & Protect
  • Blog
  • Client Center
    • Client Website Login
    • Schwab Login
    • Photo Gallery
    • Shakespeare’s Monthly Newsletter
    • Leave us a Review
    • Events
    • Shakespeare’s 2021 State of the Union Address
    • Client Satisfaction Survey
    • Custodian Information
    • Schwab Learning Center
SWM - Full Color - PNG 300dpi

All-Inclusive Services

  • Retirement Planning
  • Tax Planning
  • Investment Management
  • Women and Wealth
  • Selling A Business
  • Death Of A Loved One
  • Legacy Planning
  • Career Change

Regulatory Documents

  • Client Relationship Summary
  • ADV Form
  • Privacy Policy
  • Website Disclosure

Copyright © 2023 · Shakespeare Wealth Management, LLC · All Rights Reserved