Blogs

Video: Timeline of Shakespeare Wealth Management

Video: Timeline of Shakespeare Wealth Management By: Kevin Reardon, CFP® This year, we’re celebrating a significant milestone—25 years of dedication, growth, and most importantly, of serving you, our valued clients. Watch…

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Tip of the Month | March 2024

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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Tax Smart Giving – Donor Advised Funds

Tax Smart Giving – Donor Advised Funds Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Donating to charity is a great way to give back to the community. An added…

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Leveraging HSAs for Retirement

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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Guest Blog: Downsizing and Moving Solutions for Seniors

Guest Blog:  Downsizing and Moving Solutions for Seniors Written By: Melinda Stuart, Owner of Smart Moves  Did you know the average American moves over 11 times throughout their lifetime, yet it…

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Tip of the Month | February 2024

Tip of the Month | February 2024 Schwab Tax Documents Written By: Nick Ziarek, CFP®, CFA   Schwab is targeting for all 1099s to available by mid-February. If you are still…

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The Shakespeare Commitment: Celebrating 25 Years

The Shakespeare Commitment: Celebrating 25 Years Written By: Andrea Bulen, CFP® Last month, Kevin Reardon, CFP® shared the announcement of Shakespeare celebrating our 25th anniversary in 2024. Although it is important…

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Preparing for Tax Season

Preparing for Tax Season Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Another tax season is upon us. While it can be a stressful time of the year, there are…

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Tip of the Month | January 2024

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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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260