Case Study
How We Help: Women and Wealth
How We Help: Women and Wealth Written By: Andrea Bulen, CFP® At Shakespeare Wealth Management, we recognize that women often face unique financial challenges and opportunities throughout their lives. Regardless of your…
Read MoreHow We Help: Business Owners
How We Help: Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As a business owner, you have a unique set of circumstances regarding finances. Not only do you…
Read More30 Years as a Client: Part 3
30 Years as a Client: Part 3 Written By: Kevin Reardon, CFP® Picking up from Part 2 of this blog series, Curt & Cheri are now 60 and have been clients…
Read More30 Years as a Client: Part 2
30 Years as a Client: Part 2 Written By: Kevin Reardon, CFP® Picking up from Part 1 of this blog series, Curt and Cheri are now in their 40’s and had…
Read More30 Years as a Client: Part 1
30 Years as a Client: Part 1 Written By: Kevin Reardon, CFP® A Glimpse into Kevin’s First Client… It was 1992 and I had just started my first job as…
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