Blogs

Documents to Keep After Tax Season

Documents to Keep After Tax Season Written By: Andrea Bulen, CFP® Tax season can be a hectic time of year, with a flurry of forms, receipts and financial statements to sift…

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One Working Spouse in Retirement

One Working Spouse in Retirement Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Retirement is one of the biggest transitions a couple will go through, especially when one spouse retires before…

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Tip of the Month | May 2023

Tip of the Month | May 2023 Protect Your Financial Accounts from Scammers Written By: Nick Ziarek, CFA, CFP® Fraudsters and hackers are becoming more sophisticated in their attempts to steal…

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Changing State Residency

Changing State Residency Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Planning to move is typically a big undertaking. It’s usually an exciting time in your life, but it can…

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Succession Planning for Small Business Owners

Succession Planning for Small Business Owners Written By: Kevin Reardon, CFP® Succession planning is an essential aspect for small business owners to ensure legacy and a smooth transition to retirement. It…

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Tip of the Month | April 2023

Tip of the Month | April 2023 What is a Fiduciary? Written By: Nick Ziarek, CFP®, CFA A fiduciary is someone who is legally required to act in the best…

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Working While Receiving Social Security

Working While Receiving Social Security Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Many individuals rely on Social Security as a key source of income during their retirement years. However,…

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April Fools Financial Tips for Parents

April Fools Financial Tips for Parents Written By: Kevin Reardon, CFP® There may be no greater challenge in the world for parents than to raise healthy, productive and financially astute…

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Budgeting Healthcare Costs in Retirement

Budgeting Healthcare Costs in Retirement Written By: Nick Ziarek, CFA, CFP® Planning for retirement comes with many unknowns including when can you retire, will there be enough income to cover expenses,…

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Shakespeare Wealth Management, LLC
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Pewaukee, WI 53072-5260