College Planning
A Grandparent’s Guide to Gifting
A Grandparent’s Guide to Gifting Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® A frequently discussed topic with our clients who have grandchildren is the best way to gift money to…
Read MoreFinancial To Do’s for Students Heading to College
Financial To-Do’s for Students Heading to College Written By: Isaac Charpentier The start of summer has been an exciting time for the bird-watching enthusiasts in the Shakespeare office. The birds have been…
Read MoreGuest Blog | The Rising Costs of College: Why “Right Fit” Matters More Than Ever
Guest Blog – The Rising Costs of College: Why “Right Fit” Matters More Than Ever Written By: Heidi King, Education and Partnerships, College Inside Track As families begin thinking about college,…
Read MoreFinancial Checklist for College Graduates
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…
Read MoreFinancial Checklist After Having a Baby
Financial Checklist After Having a Baby Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Welcoming a newborn into your family is an incredible and life-changing experience! My wife and I had…
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