Posts by Brian Ellenbecker
Tip of the Month | September 2026
Tip of the Month | September 2026 Fall Financial Cleanup: 5 Things to Review Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® As summer winds down and routines settle…
Read MoreCommon Roth IRA Conversion Opportunities
Common Roth IRA Conversion Opportunities Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® As Shakespeare Financial Advisors, we are often asked whether or not a Roth IRA conversion makes…
Read MoreTip of the Month | July 2026
Tip of the Month | July 2026 Estate Planning for Digital Assets Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® When most people think about estate planning, they picture…
Read MoreFinancial Planning Considerations Before Changing State Residency
Financial Planning Considerations Before Changing State Residency Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® Changing your state residency can be an exciting endeavor, whether you’re relocating for retirement, family, lifestyle,…
Read MorePreparing Heirs for Inherited Wealth
Preparing Heirs for Inherited Wealth Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® Receiving an inheritance is often not a surprise. It may be outlined in estate documents and…
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