Financial Planning
A Guide for Parents Helping Adult Children Financially
A Guide for Parents Helping Adult Children Financially Written By: Kevin Reardon, CFP® One of the many issues we help clients navigate pertains to their desire to help adult children financially.…
Read MorePreparing Heirs for Inherited Wealth
Preparing Heirs for Inherited Wealth Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® Receiving an inheritance is often not a surprise. It may be outlined in estate documents and…
Read MoreTip of the Month | January 2026
Tip of the Month | January 2026 Confirm Required Minimum Distribution (RMD) Strategy for the New Year Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Planning your Required Minimum Distribution (RMD)…
Read MoreHow 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 MoreResponsibilities of a Trustee
Responsibilities of a Trustee Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® When an individual is named as a trustee, they assume a significant role that carries both financial and legal…
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