Financial Planning
Shakespeare Client Website Overview
Shakespeare Client Website Overview Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® One of the most useful tools you have available as a Shakespeare client is your Shakespeare Client Website.…
Read MoreGifting to Children
Gifting to Children Written By: Kevin Reardon, CFP® We have frequent conversations with clients about giving money to their children. There are many considerations and constraints that go with this…
Read MoreUnderstanding the Student Loan Relief Plan
Understanding the Student Loan Relief Plan Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® This article was written August 2022. On August 24, President Biden signed an Executive Order providing…
Read MoreGuest Blog: Estate Planning for Blended Families
Estate Planning for Blended Families Written By: Bill Lyne, Lyne Law Firm, LLC When two people get married and one or both have children from a prior relationship, a “blended…
Read MoreRevocable Trusts: Fact vs. Fiction
Recently, Rebecca Simoni, a Shareholder in von Briesen & Roper’s Trusts and Estates Section, wrote a great article on revocable trusts. A revocable trust is a commonly used estate planning…
Read More