The Retirement Lifestyle

The Retirement Lifestyle Written By: Kevin Reardon, CFP® Over the last three decades (wow, that’s a long time!), I’ve had the opportunity to help dozens of people plan for and live a successful retirement. It has been both a joy and a privilege! In February my colleague, Brian Ellenbecker, and I had the opportunity to…

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Retirement Planning By Decade

Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Getting ready financially for retirement is a life-long process. While saving in your 50s and 60s becomes top-of-mind, it is also important in your 20s and 30s but can be challenging with many other competing priorities. Everyone hits different milestones in their lives at different times.…

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Tip of the Month | March 2022

Tip of the Month Cover Image

Written By: Kevin Reardon, CFP® Retirement Income Strategies for High-Net-Worth Individuals For our high-net-worth clients approaching and in retirement, you may have the ability to manage your way into a lower tax bracket compared to when you were working. Here are some factors that might help you achieve that: If still working, maximize pre-tax retirement…

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Financial Planning vs. Financial Purpose


Written By: Kevin Reardon, CFP® Financial planning is the process of coordinating many aspects of your finances into a singular and cohesive plan, with the objective of achieving certain financial goals. As a client of Shakespeare and as someone who has a well-crafted financial plan, you have told us this provides you with ‘Peace of…

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Think the Markets are Too High? Review Your Budget


Written By: Kevin Reardon, CFP® The financial press has been reporting a growing concern that people think the markets are too high. The implication is that if the markets go down, a person’s lifestyle will be impacted, and that’s a problem! The reality is market performance is not the main factor that impacts the success…

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