Financial 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 MoreA Lifetime of Value: Financial Planning at Every Stage
A Lifetime of Value: Financial Planning at Every Stage Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Financial planning is an ever-changing, lifelong process. The priorities that matter most in…
Read MoreCommon Roth IRA Conversion Opportunities
Common Roth IRA Conversion Opportunities Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® As Shakespeare Financial Advisors, we are often asked whether or not a Roth IRA conversion makes…
Read MoreRethinking Retirement Income Planning
Rethinking Retirement Income Planning Written By: Nick Ziarek, CFP®, CFA A question that often comes up in our meetings as clients start to entertain the idea of retirement is, “What is my number?…
Read MoreFinancial Planning Considerations Before Changing State Residency
Financial Planning Considerations Before Changing State Residency Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® Changing your state residency can be an exciting endeavor, whether you’re relocating for retirement, family, lifestyle,…
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