Financial Checklist for College Graduates

College Graduation

Financial Checklist for College Graduates Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Congratulations on your recent graduation and officially starting your career! You will encounter many changes at this stage…

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Tip of the Month | March 2024

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Tip of the Month | March 2024 Shakespeare Client Website Design Updates Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® We are excited to share your Shakespeare client website has been…

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Leveraging HSAs for Retirement

Stethoscope and money

Leveraging HSAs for Retirement Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Whether you’re just beginning to save for retirement or looking for ways to maximize your savings, incorporating a…

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Tip of the Month | January 2024

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Tip of the Month | January 2024 Traditional/Roth IRA Contribution Deadline Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Even though we are a couple of weeks into the new year,…

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Tip of the Month | December 2023

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Tip of the Month | December 2023 Overview of Financial Certifications Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® You may have noticed each Shakespeare advisor has at least one certification…

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