Blogs

Generational Wealth Planning: Where Rubber Meets the Road

Generational Wealth Planning: Where Rubber Meets the Road Written By: Kevin Reardon, CFP® Building on our Generational Wealth Planning blog written in 2021, we wanted to add to the conversation about…

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Tip of the Month | June 2024

Tip of the Month | June 2024 Latest Scam Alert Written By: Andrea Bulen, CFP® This past week we learned about a new multi-step and targeted scam that is happening in…

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Shakespeare Investment Philosophy: Celebrating 25 Years

Shakespeare Investment Philosophy: Celebrating 25 Years Written By: Nick Ziarek, CFP®, CFA As we look back on 25 years for Shakespeare Wealth Management, we are reminded about the foundations that helped…

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Tax Planning vs. Tax Preparation

Tax Planning vs. Tax Preparation Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Taxes are a critical piece of your financial picture. Receiving sound advice and guidance while ensuring you…

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Guest Blog: Hidden Costs of Property and Casualty Insurance

Guest Blog: Hidden Costs of Property and Casualty Insurance Written By: Brandy Enger, Director of Personal Lines & Risk Management – Vizance  In recent years, the insurance industry has been undergoing a…

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Should You Pay Off Your Low Interest Mortgage Early?

Should You Pay Off Your Low Interest Mortgage Early? Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® When it comes to managing a home mortgage, conventional wisdom typically suggests paying it…

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Tip of the Month | May 2024

Tip of the Month | May 2024 HSA Contributions Written By: Nick Ziarek, CFP®, CFA Are you eligible for a Health Savings Account (HSA)? These are our favorite investment accounts because…

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2024 Important Numbers

2024 Important Numbers Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Now that the 2023 tax season ended a few weeks ago, it’s time to put more of our focus…

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Teaching Clients How to Retire

Teaching Clients How to Retire Written By: Kevin Reardon, CFP® Many people work for decades towards the goal of retiring someday. They dream of what it would be like to be…

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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260